Dimensional Fund Advisors Lp
Answer a few questions and
get matched with an advisor.
About this Advisor
Trace Williams is an investment advisor in Charlotte, North Carolina. Currently an advisor at Dimensional Fund Advisors Lp, they have gathered 11 years of professional experience in the financial advisory industry. Williams maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Williams is able to work with customers in Texas. During their career, Williams has held roles at University Of North Carolina At Chapel Hill, Merrill Lynch, Pierce, Fenner & Smith Inc, Proshare Advisors, Cambridge Associates, Dimensional Fund Advisors and Bank Of America, N.A. Dimensional Fund Advisors Lp is headquartered in Charlotte, North Carolina, and operates out of two other brick-and-mortar locations across 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 places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Dimensional Fund Advisors Lp offers 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Dimensional Fund Advisors Lp Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Trace Williams Work History
Trace has 11 years of experience.
Dimensional Fund Advisors
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
University Of North Carolina At Chapel Hill
Trace Williams has no disclosures.
Please visit their SEC profile for more details.