Dimensional Fund Advisors Lp
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About this Advisor
Mitchell Schorr is an investment advisor located in Charlotte, North Carolina. Currently an advisor with Dimensional Fund Advisors Lp, Schorr has 12 years of professional experience as a financial advisor. Schorr has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Schorr is able to serve customers based out of Texas. Over the course of their career, Schorr has held roles at Morgan Stanley & Co. Inc, E. S. Barr & Company, Vanguard Marketing Corporation and Dimensional Fund Advisors. Dimensional Fund Advisors Lp is headquartered in Charlotte, North Carolina, and operates out of two other locations in the nation. As a company, Dimensional Fund Advisors Lp oversees $637 billion in assets dispersed across 465 accounts and employs more than 863 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. 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 advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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
Mitchell Schorr Work History
Mitchell has 12 years of experience.
Dimensional Fund Advisors
Vanguard Marketing Corporation
E. S. Barr & Company
Morgan Stanley & Co. Inc
Mitchell Schorr has no disclosures.
Please visit their SEC profile for more details.