AF
CFA
AF
CFA

Alexander Fridman

7 Years of Experience
Broker

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 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

1299 Ocean Avenue, Santa Monica, CA, 90401

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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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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 2 mos
Dfa Securities LLCBroker
February 2019 - Present · 7 yrs 2 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.