EF
EF

Edward Foley

26 Years of Experience
Austin, TX
Broker

Edward Foley is a registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 26 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,602 clients with $840B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
258 advisors
Number of Clients
1,602 clients
Average Client Portfolio
$521.7M average
Assets Under Management
$835.7B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Dimensional Fund Advisors' fees vary based on client circumstances, investment strategies, account size, and other factors. Fees for separate accounts, including those facilitated by independent financial advisors, are negotiable. The firm offers lower fees to some clients and higher fees to others invested in similar strategies. Fees are generally billed quarterly in arrears. Clients may also bear the costs and expenses charged by investment funds in which their assets are invested.

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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
Dimensional Fund Advisors LP
February 2012 - Present · 14 yrs 5 mos
Dfa Securities LLCBroker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
First Trust Portfolios L.P.Broker
November 2003 - July 2011 · 7 yrs 8 mos
Federated Investment Counseling
July 2003 - December 2003 · 5 mos
Federated Securities CORP.Broker
January 2002 - December 2003 · 1 yr 11 mos
Van Kampen Funds INC.Broker
August 1999 - February 2002 · 2 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.