Daniel
Essman

Dimensional Fund Advisors Lp

CRD#5983766
Investment Advisor
in Austin, TX
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About this Advisor

Daniel Essman is a certified financial planner based out of Austin, Texas, with 11 years of work experience. Essman is currently employed by Dimensional Fund Advisors Lp. Over the course of their career, Essman has held roles at Indiana University, Wesbanco Bank and Dimensional Fund Advisors. Essman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Texas. Dimensional Fund Advisors Lp is a financial advisory company that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 employees. It controls $637 billion in assets among its 465 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 465 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. Dimensional Fund Advisors Lp provides 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 charged by financial advisors typically vary depending on which services are provided. Fees charged by Dimensional Fund Advisors Lp most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

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

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

TX 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

Daniel Essman Work History

Daniel has 11 years of experience.

2011 - Present (8 years)

Dimensional Fund Advisors

2010 - 2010 (0 years)

Dimensional Fund Advisors

2009 - 2009 (0 years)

Wesbanco Bank

2007 - 2011 (4 years)

Indiana University

Disclosures

Daniel Essman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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