James
Charles

Dimensional Fund Advisors Lp

CRD#1785950
Investment Advisor
in Charlotte, NC
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About this Advisor

James Charles is a certified financial planner and chartered financial analyst based in Charlotte, North Carolina. Currently an advisor at Dimensional Fund Advisors Lp, Charles has 10 years of professional experience in the financial advisory industry. Charles holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Charles can work with investors in Texas. Charles has worked their whole career at Dimensional Fund Advisors Lp. Dimensional Fund Advisors Lp is headquartered in Charlotte, North Carolina, and has two other brick-and-mortar locations in the nation. As a registered advisory firm, Dimensional Fund Advisors Lp manages $637 billion in assets across 465 client accounts and retains more than 863 people. The firm's total assets under management places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Dimensional Fund Advisors Lp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

201 North Tryon St Suite 2200/2300
Charlotte, NC 28202

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

NC Average: $3,042,739,679
Total Number of Employees

863

NC Average: 49
Total Number of Accounts

465

NC Average: 2,315
Average Account Size

$1,369,091,187

NC Average: $1,314,358

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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

James Charles Work History

James has 10 years of experience.

2008 - Present (11 years)

Dimensional Fund Advisors Lp

Disclosures

James Charles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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