AM

Alyson Melinda Mcdonald

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
235 advisors
Number of Clients
1,602 clients
Average Client Portfolio
$521.7M average
Assets Under Management
$835.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Dimensional's advisory fees vary based on client circumstances, investment strategies, account size, and other factors. The brochure provides fee ranges for general investment strategy categories. Fees and minimum account sizes are negotiable. Independent Financial Advisor Facilitated Separate Accounts have a maximum advisory fee of 0.29% per year, with a potential additional 0.10% Overlay Fee for rebalancing and tax management services (ending around April 1, 2025). Clients may incur brokerage commissions, custodial fees, and other transaction costs in addition to advisory fees.

Areas of Practice
Investment ManagementReal Estate InvestingHigh Net Worth
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Advisor Information

Office location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dimensional Fund Advisors LP
May 2012 - Present · 13 yrs 8 mos
Dfa Securities LLCBroker
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
Jones Villalta Asset Management, LLC
May 2006 - October 2011 · 5 yrs 5 mos
Stephen Jones Capital Management, INC.
March 2005 - October 2011 · 6 yrs 7 mos
Lockwood Financial Services, INC.Broker
September 2004 - April 2005 · 7 mos
UBS Financial Services INC.
June 2004 - October 2004 · 4 mos
UBS Financial Services INC. Broker
June 2004 - October 2004 · 4 mos
UBS Financial Services INC.
September 2002 - September 2003 · 1 yr
UBS Financial Services INC. Broker
September 2002 - September 2003 · 1 yr
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alyson Melinda Mcdonald - Financial Advisor | AdvisorDiscover