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
4275 Executive Sq, 5th Floor, La Jolla, CA, 92037
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.
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Mary works as a Client Portfolio Manager and Fixed Income Product Specialist at Brandes Investment Partners, an asset management firm. This is an investment-related activity and takes a full-time commitment.