Joel
Hefner
Dimensional Fund Advisors Lp
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About this Advisor
Joel Hefner is a chartered financial analyst working out of Austin, Texas, who has been in the industry for 20 years. Hefner is an employee of Dimensional Fund Advisors Lp. They have spent all of their career at Dimensional Fund Advisors Lp. Hefner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas. Dimensional Fund Advisors Lp is a registered investment company that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 financial advisors. It administers $637 billion in assets across its 465 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 465 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse set 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. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Dimensional Fund Advisors Lp can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$636,627,401,726
863
465
$1,369,091,187
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Answer a few questions to get a personalized match.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
Joel Hefner Work History
Joel has 20 years of experience.
Dfa Securities Inc
Disclosures
Joel Hefner has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.