Kacie
Walsh
Dimensional Fund Advisors Lp
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About this Advisor
Kacie Walsh is a financial advisor based in Austin, Texas, working with Dimensional Fund Advisors Lp. Kacie has previously held positions at Dimensional Fund Advisors, Protiviti, University Of Texas At Austin, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Snap Kitchen, and Towne Park. Kacie has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kacie is part of Dimensional Fund Advisors Lp, which operates out of Austin, Texas. 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
Services Offered
Fee Structure
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$749,622,475,396
1,166
1,153
$650,149,588
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
Kacie Walsh Work History
Dimensional Fund Advisors
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Dimensional Fund Advisors
Protiviti
Protiviti
Snap Kitchen
Towne Park
University Of Texas At Austin
Disclosures
Please visit the SEC profile of Kacie Walsh 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
Charlotte, NC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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