TrueAdvisor
TrueAdvisor
AF
CFA
AF
CFA

Alexander Fridman

Dimensional Fund Advisors LP
7 Years of Experience
Santa Monica, CA
Broker
View SEC Summary
View SEC Summary

Alexander Fridman is a CFA-designated registered investment advisor at Dimensional Fund Advisors LP, based in Santa Monica, CA, with 7 years of industry experience. Alexander 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.

Dimensional Fund Advisors LP
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
—
View Full SEC Brochure

Location

1299 Ocean Avenue, Santa Monica, CA, 90401

Get directions

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.

Learn about disclosures →
Other Business Activities

Alexander works as a consultant for Springcoin, Inc., a blockchain data company, focusing on developing an economic model for data access pricing. This activity, which started in 2018, requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Dimensional Fund Advisors LP
February 2019 - Present · 7 yrs 8 mos
Dfa Securities LLCBroker
February 2019 - Present · 7 yrs 8 mos
State Registrations2 states
CATX
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.
More Advisors
More financial advisors in Santa Monica, CA →All financial advisors in California →