Edward
Simpson
Dimensional Fund Advisors Lp
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About this Advisor
Edward Simpson is a chartered financial analyst working out of Santa Monica, California with 6 years of relevant experience. Simpson is an advisor for Dimensional Fund Advisors Lp. They have spent the entirety of their time as a financial advisor at Dimensional Fund Advisors Lp. Simpson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory company that has its headquarters in Austin, TX. It has offices in two locations and a total of 1,096 financial advisors. It oversees $653 billion in assets across its 818 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 818 customer accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets. Dimensional Fund Advisors Lp performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically vary depending on the services offered. However, fee types billed by Dimensional Fund Advisors Lp most likely consist of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$652,741,971,627
1,096
818
$797,973,070
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Edward Simpson Work History
Edward has been registered as a financial advisor for 6 years.*
Dimensional Fund Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dimensional Fund Advisors Lp
Austin, TX
Austin, TX
Santa Monica, CA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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