Eric
Lane

Dimensional Fund Advisors Lp

CRD#2948398
Investment Advisor
in Austin, TX
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About this Advisor

Eric Lane is a certified financial planner working in Austin, Texas, with 12 years of professional experience. Lane is an employee of Dimensional Fund Advisors Lp. The advisor has gained experience at Hartford Life Distributors, LLC, Hartford Investment Financial Services, LLC and Dimensional Fund Advisors. Lane maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Dimensional Fund Advisors Lp is a registered investment business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 employees. It manages $637 billion in assets across its 465 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 465 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number of services, including 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 management typically vary depending on the financial services offered. Fee types billed by Dimensional Fund Advisors Lp likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

$569,308,518,012

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

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

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

Eric Lane Work History

Eric has 12 years of experience.

2015 - Present (4 years)

Dimensional Fund Advisors

2012 - 2015 (3 years)

Hartford Investment Financial Services, LLC

2006 - 2015 (9 years)

Hartford Life Distributors, LLC

Disclosures

Eric Lane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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