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Alyson Mcdonald

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

Alyson Mcdonald is a registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 22 years of industry experience. Alyson 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
Dimensional Fund Advisors LP
May 2012 - Present · 14 yrs 5 mos
Dfa Securities LLCBroker
April 2012 - Present · 14 yrs 6 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

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.
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