Dimensional Fund Advisors Lp
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About this Advisor
Stephen Kosoris is a chartered financial analyst operating in Austin, Texas, with 11 years in the industry. Kosoris is an advisor for Dimensional Fund Advisors Lp. The advisor has gained experience at K4 Capital Management LLC and Dimensional Fund Advisor. Kosoris has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Dimensional Fund Advisors Lp is a registered investment business based out of Austin, Texas. It has offices in two locations and a total of 863 financial advisors. It administers $637 billion in total assets across its 465 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 465 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a wide array of services, including 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 largely vary depending on which services the firm provides the client. Fees charged by Dimensional Fund Advisors Lp most likely are comprised of some combination of 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
Stephen Kosoris Work History
Stephen has 11 years of experience.
Dimensional Fund Advisor
K4 Capital Management LLC
Stephen Kosoris has no disclosures.
Please visit their SEC profile for more details.