Michael
Preis

Dimensional Fund Advisors Lp

CRD#4576978
Investment Advisor
in Austin, TX

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About this Advisor

Michael Preis is a financial advisor who works out of Austin, Texas. Currently a registered investment advisor with Dimensional Fund Advisors Lp, Preis has 10 years of professional experience. Preis holds Series 65 and Series 66 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Preis is able to operate in Texas. Preis has worked their entire career at Dimensional Fund Advisors Lp. Dimensional Fund Advisors Lp is based out of Austin, Texas, and has two other locations across the United States. In total, Dimensional Fund Advisors Lp oversees $663 billion in assets dispersed across 462 accounts and employs more than 1,050 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Dimensional Fund Advisors Lp offers 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 firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 66

Years of Experience

10 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

$662,625,984,072

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

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

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

Michael Preis Work History

Michael has 10 years of experience.

2010 - Present (10 years)

Dimensional Fund Advisors

Disclosures

Michael Preis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Weideng He
Austin, TX
Johnathon Dekinder
Austin, TX
Colin Allen
Santa Monica, CA
Wei Dai
Austin, TX
Rose Cooke
Austin, TX
Angella Welcome
Austin, TX
Erin Searl
Austin, TX
Lauren Olson
Charlotte, NC

This content was compiled from the SEC and FINRA.

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