Matthew
Cooper

Dimensional Fund Advisors Lp

CRD#5401294
Investment Advisor
in Austin, TX
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About this Advisor

Matthew Cooper is a certified financial planner who works in Austin, Texas, who has been in the industry for 11 years. Cooper works at Dimensional Fund Advisors Lp. Their career trajectory has included roles at Index Funds Advisors, Inc and Dimensional Fund Advisors. Cooper holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment business that has its headquarters in Austin, Texas. The firm has offices in two locations and a total of 863 financial advisors. It has $637 billion in total assets between its 465 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 465 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a number 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 charged by financial advisors depend on which services are provided. Fee types charged by Dimensional Fund Advisors Lp may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

11 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

$636,627,401,726

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

863

TX Average: 49
Total Number of Accounts

465

TX Average: 2,315
Average Account Size

$1,369,091,187

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

Matthew Cooper Work History

Matthew has 11 years of experience.

2009 - Present (10 years)

Dimensional Fund Advisors

2007 - 2009 (2 years)

Index Funds Advisors, Inc

Disclosures

Matthew Cooper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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