KB
CFP
KB
CFP

Kevin Brown

11 Years of Experience
Austin, TX
Broker

Kevin Brown is a CFP-designated registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 11 years of industry experience. Kevin 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
March 2024 - Present · 2 yrs 4 mos
Dfa Securities LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Usi Advisors
January 2023 - November 2023 · 10 mos
Usi Securities, INC.Broker
November 2022 - November 2023 · 1 yr
Aon Securities LLCBroker
June 2021 - February 2022 · 8 mos
Suntrust Investment Services, INC.
October 2007 - June 2009 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
December 2001 - June 2009 · 7 yrs 6 mos
State Registrations50 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Kevin Brown - Financial Advisor | TrueAdvisor