MM
CFP
MM
CFP

Michael Mccann

18 Years of Experience
Austin, TX
Broker

Michael Mccann is a CFP-designated registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 18 years of industry experience. Michael 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
November 2012 - Present · 13 yrs 8 mos
Dfa Securities LLCBroker
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - November 2012 · 1 yr 2 mos
Nuveen Securities, LLCBroker
January 2011 - November 2012 · 1 yr 10 mos
Nuveen Fund Advisors, INC.
January 2011 - September 2011 · 8 mos
UBS Financial Services INC.
November 2007 - May 2010 · 2 yrs 6 mos
UBS Financial Services INC.Broker
November 2007 - May 2010 · 2 yrs 6 mos
Morgan Stanley & CO., Incorporated
April 2007 - November 2007 · 7 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Mccann - Financial Advisor | TrueAdvisor