Do I need a financial advisor to invest with Dimensional Fund Advisors?
No, you do not need a financial advisor to invest with Dimensional Fund Advisors. While Dimensional Fund Advisors primarily work through financial advisors to ensure clients receive expert advice and personalized investment strategies, individual investors can still invest directly with Dimensional. However, it's important to note that working with a financial advisor can provide additional benefits, including ongoing guidance, portfolio allocation, and tailored financial plans. Financial advisors can offer a comprehensive approach to investment management, helping investors align their financial goals with appropriate investment strategies. Ultimately, the decision to invest with or without a financial advisor depends on an individual's comfort level, investment knowledge, and desired level of guidance throughout the investment process.
Answered Nov 2, 2023
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