Dimensional Fund Advisors Lp
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About this Advisor
Clayton Boone is a chartered financial analyst operating out of Austin, Texas, with a total of 10 years of work experience. Boone is an advisor for Dimensional Fund Advisors Lp. The advisor has gained experience at Fidelity Investments and Dimensional Fund Advisors. Boone has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment company that has its headquarters in Austin, Texas. The company has offices in two locations and a total of 863 advisors. It has $637 billion in assets among its 465 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 465 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Dimensional Fund Advisors Lp has a number of services, such as 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 are based on the services provided. Fees charged by Dimensional Fund Advisors Lp can consist of any blend of 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
Clayton Boone Work History
Clayton has 10 years of experience.
Dimensional Fund Advisors
Clayton Boone has no disclosures.
Please visit their SEC profile for more details.