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CFP

Dennis Chamberlain

Dimensional Fund Advisors LP
25 Years of Experience
Austin, TX
Broker
View SEC Summary
View SEC Summary

Dennis Chamberlain is a CFP-designated registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 25 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,311 clients with $1000B in assets under management.

Dimensional Fund Advisors LP
Compensation
Fee-Only (% of Portfolio)
Firm Size
253 advisors
Number of Clients
2,311 clients
Average Client Portfolio
$441.5M average
Assets Under Management
$1020.4B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.52%

Fee rates vary by investment strategy: US Equity ranges from 0.06% to 0.38%; Non-US/Global Equity ranges from 0.13% to 0.52%; Fixed Income ranges from 0.05% to 0.25%; Real Estate Securities ranges from 0.15% to 0.24%. Actual fees and account minimums are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

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
Dfa Securities LLCBroker
March 2012 - Present · 14 yrs 7 mos
Dimensional Fund Advisors LP
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Chamberlain Financial Planning, LLC
August 2011 - December 2011 · 4 mos
Saybrus Equity Services, INCBroker
September 2010 - October 2010 · 1 mo
Phoenix Equity Planning CorporationBroker
February 2009 - September 2010 · 1 yr 7 mos
Phoenix Equity Planning CorporationBroker
May 2008 - February 2009 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - December 2003 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - December 2003 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
February 1999 - June 2002 · 3 yrs 4 mos
Dean Witter Reynolds INC.Broker
August 1995 - March 1999 · 3 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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