Dimensional Fund Advisors Lp
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About this Advisor
William Cone is a financial advisor whose office is in Austin, Texas. Currently a registered investment advisor at Dimensional Fund Advisors Lp, Cone has 10 years of experience as a registered investment advisor. Cone has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Cone is registered to work with investors based out of Texas. Over the course of their career, Cone has held roles at Dimensional Fund Advisors, Riata Corporate Group, Extended Travel, University Of Texas At Austin and Concho Resources. Dimensional Fund Advisors Lp is located in Austin, Texas, and has two other offices across the country. As a company, Dimensional Fund Advisors Lp manages $663 billion in assets across 462 accounts and retains more than 1,050 people. The firm's total assets under management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Dimensional Fund Advisors Lp can provide 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
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
William Cone Work History
William has 10 years of experience.
Dimensional Fund Advisors
University Of Texas At Austin
Riata Corporate Group
William Cone has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dimensional Fund Advisors Lp