Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1299 Ocean Avenue, Santa Monica, CA, 90401
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Alexander works as a consultant for Springcoin, Inc., a blockchain data company, focusing on developing an economic model for data access pricing. This activity, which started in 2018, requires a few hours per week and is not investment-related.