Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.95% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $150.0M | 0.80% |
| $150M+ | 0.70% |
Fee Estimator
Fees are based on a percentage of the market value of assets in your account. The firm negotiates advisory fee agreements with certain clients, which can include account valuations, fee breakpoints, tiered billing rates, discounts, timing and frequency of billing, aggregation of related accounts, and treatment of cash contributions/withdrawals. Fees are typically billed quarterly, in advance or in arrears. The recommended minimum account size to open a separate account directly with Brandes is $10 million, but this may be waived or lowered at their discretion.
Areas of Practice
Advisor Information
Office location
11988 El Camino Real, Suite 500, San Diego, CA, 92130
Get directionsRegulatory History
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
Michelle works full-time as a Supervisor in Business Services at Brandes Investment Partners, LP, focusing on sales reporting, managing Salesforce information, and assisting National Accounts and Mutual Funds departments. This activity is investment-related.