Rachel Loiko is a registered investment advisor at Dimensional Fund Advisors LP, based in Charlotte, NC, with 23 years of industry experience. Rachel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1515 S. Tryon St, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Hartford Investment Financial Services, LLC
Hartford Investment Financial Services, LLCBroker
Hartford Equity Sales Company INC.Broker
Columbia Funds Distributor, INC.Broker
Bacap Distributors, LLC
Bacap Distributors, LLCBroker
Stephens INC.
Stephens INC.Broker
Transamerica Securities Sales CorporationBroker
State Registrations49 states
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