Rachel
Kotubey

Dimensional Fund Advisors Lp

CRD#5838028
Investment Advisor
in Austin, TX

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About this Advisor

Rachel Kotubey is a chartered financial analyst working out of Austin, Texas, with a total of 9 years of relevant experience. Kotubey is currently employed by Dimensional Fund Advisors Lp. Throughout their career, they have worked at Quasar Distributors, LLC, Samson Capital Management, LLC and Dimensional Fund Advisors. Kotubey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory firm that has its headquarters in Austin, TX. The firm has offices in two locations and a total of 1,096 employees. It oversees $653 billion in total assets between its 818 client accounts, placing it among the largest firms in the country by assets under management. The firm serves five charitable organizations. Of its 818 client accounts, 51% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Dimensional Fund Advisors Lp 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. Financial advisory fees usually vary depending on the type of services. Fee types charged by Dimensional Fund Advisors Lp can consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

9 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, 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

$652,741,971,627

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

1,096

TX Average: 49
Total Number of Accounts

818

TX Average: 2,315
Average Account Size

$797,973,070

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

Rachel Kotubey Work History

Rachel has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Dimensional Fund Advisors

2013 - 2014 (1 year)

Samson Capital Management, LLC

2012 - 2013 (1 year)

Quasar Distributors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rachel Kotubey 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

Meredith Broderick
Austin, TX
Thomas Mclean
Charlotte, NC
Samuel Gillespie
Austin, TX
Toby Martinez
Austin, TX
Mandy Solin
Austin, TX
Althea Trevor
Austin, TX
Austin Jenkins
Austin, TX
Alexander Fridman
Santa Monica, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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