Erik
Schulte

Dimensional Fund Advisors Lp

CRD#5535738
Investment Advisor
in Charlotte, NC

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About this Advisor

Erik Schulte is a financial advisor based in Charlotte, North Carolina, working with Dimensional Fund Advisors Lp. Erik has previously held positions at Dimensional Fund Advisors, Fidelity Investments, and the University of Texas. Erik has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Erik is part of Dimensional Fund Advisors Lp, which operates out of Charlotte, North Carolina. The firm has 2 offices and 1,166 employees. The firm manages assets totaling $749.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Dimensional Fund Advisors Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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, Performance-based Fees

Office Location

1515 S Tryon St
Charlotte, NC 28203

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$749,622,475,396

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

1,166

NC Average: 49
Total Number of Accounts

1,153

NC Average: 2,315
Average Account Size

$650,149,588

NC Average: $1,314,358

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

Erik Schulte Work History

2015 - Present (10 years)

Dimensional Fund Advisors

2013 - 2015 (2 years)

University Of Texas

2011 - 2015 (4 years)

Fidelity Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Erik Schulte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dimensional Fund Advisors Lp

Paul Leblanc
Austin, TX
Olivia Sjostrom
Austin, TX
Kelly Herd
Austin, TX
Lauren Rishel
Austin, TX
Daniel Jeffries
Austin, TX
Brittanie Bailor
Austin, TX
Jaie Jensen
Austin, TX
Meredith Broderick
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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