Dimensional Fund Advisors Lp
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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
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
Daniel Essman Work History
Daniel has 11 years of experience.
Dimensional Fund Advisors
Dimensional Fund Advisors
Daniel Essman has no disclosures.
Please visit their SEC profile for more details.