AO
AO

Ameesha Ouimet

12 Years of Experience
Austin, TX
Broker

Ameesha Ouimet is a registered investment advisor at Dimensional Fund Advisors LP, based in Austin, TX, with 12 years of industry experience. Ameesha 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.

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
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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
Dfa Securities LLCBroker
September 2022 - Present · 4 yrs 1 mo
Dimensional Fund Advisors LP
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
March 2022 - September 2022 · 6 mos
LPL Financial LLC
March 2022 - September 2022 · 6 mos
Kestra Advisory Services, LLC
April 2016 - February 2022 · 5 yrs 10 mos
Kestra Investment Services, LLCBroker
August 2015 - February 2022 · 6 yrs 6 mos
NFP Advisor Services, LLC
August 2015 - September 2016 · 1 yr 1 mo
J. W. Cole Advisors, INC.
January 2014 - July 2015 · 1 yr 6 mos
J.W. Cole Financial, INC.Broker
September 2013 - July 2015 · 1 yr 10 mos
State Registrations1 state
TX
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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