Kelly Herd is a registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 20 years of industry experience. Kelly 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
6300 Bee Cave Road, Building One, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Execution ServicesBroker
State Registrations50 states
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