Brandes Investment Partners, LP
Assets Under Management
$26.7B
Number of Clients
10,588
Number of Advisors
25
Average Client AUM
$2.5M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brandes Investment Partners, L.P. offers discretionary investment management, advisory, and sub-advisory services to individuals and institutions. They utilize Graham & Dodd value principles with a focus on long-term total return through bottom-up security selection. They offer equity and fixed income strategies.
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
Location
4275 Executive Square, 5th Floor, La Jolla, CA, 92037