Michele
Navarro

Dimensional Fund Advisors Lp

CRD#6392772
Investment Advisor
in Austin, TX

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About this Advisor

Michele Navarro is a financial advisor based in Austin, Texas, working with Dimensional Fund Advisors Lp. Michele has previously held positions at Massmutual, Capital Group American Funds, Pacific Investment Management Company LLC, Pimco Investments LLC, Grand Canyon University, and Dimensional Fund Advisors. Michele has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michele 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

Series 63, Series 65

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, Performance-based Fees

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

$749,622,475,396

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

1,166

TX Average: 49
Total Number of Accounts

1,153

TX Average: 2,315
Average Account Size

$650,149,588

TX Average: $1,314,358

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

Michele Navarro Work History

2022 - Present (2 years)

Dimensional Fund Advisors

2021 - 2021 (< 1 year)

Capital Group American Funds

2021 - 2022 (1 year)

Pacific Investment Management Company LLC

2021 - 2022 (1 year)

Pimco Investments LLC

2020 - 2021 (1 year)

Capital Group American Funds

2019 - 2020 (1 year)

Capital Group American Funds

2018 - 2020 (2 years)

Grand Canyon University

2014 - 2019 (5 years)

Massmutual

Disclosures

Please visit the SEC profile of Michele Navarro 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

James Norman
Austin, TX
Olivia Sjostrom
Austin, TX
Paul Leblanc
Austin, TX
Lauren Rishel
Austin, TX
Daniel Jeffries
Austin, TX
Brittanie Bailor
Austin, TX
Jaie Jensen
Austin, TX
Kelly Herd
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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