Dimensional Fund Advisors Lp
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About this Advisor
Karen Dolan is a chartered financial analyst working out of Austin, Texas, with 16 years of work experience. Dolan works at Dimensional Fund Advisors Lp. Over the course of their career, Dolan has held roles at Dimensional Fund Advisors and Morningstar. Dolan maintains a Series 63 license, qualifying them as a securities broker, and can work in Texas. Dimensional Fund Advisors Lp is an advisory business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 advisors. It manages $637 billion in assets among its 465 customer 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 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Dimensional Fund Advisors Lp has a diverse assortment 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 for financial management typically depend on which services the firm provides the client. Fees charged by Dimensional Fund Advisors Lp most likely include 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
Karen Dolan Work History
Karen has 16 years of experience.
Dimensional Fund Advisors
Karen Dolan has no disclosures.
Please visit their SEC profile for more details.