Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Bernert is a Registered Representative with Dimensional Fund Advisors LP, an investment advisor with offices in Austin, TX. Lawrence has been in the financial industry since August 2014. Lawrence holds a Series 66 license. Lawrence has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, state or municipal government entities, sovereign wealth funds and foreign official institutions, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Lawrence is licensed to provide investment advice in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/28/2024 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
Active
Inactive
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