Assets Under Management
$66.4B
Number of Clients
1,060
Number of Advisors
8
Average Client AUM
$62.7M
AUM per Advisor
$8.3B
Compensation
Fee-Only (AUM)
Brandywine Global provides discretionary investment management services to institutions, individuals, and pooled investment vehicles. They also sub-advise mutual funds and wrap programs. Client portfolios are tailored with specific investment guidelines. The firm utilizes fundamental and quantitative analysis to identify undervalued securities and manage risk.
Brandywine Global's fees are based on a percentage of assets under management. Fees are billed either quarterly or monthly, payable in advance or arrears. Fees are subject to negotiation and may vary based on client circumstances. Minimum initial investments are generally required, otherwise higher fees may apply. Clients may incur additional costs such as custodial charges and brokerage fees.
1735 Market Street, Suite 1800, Philadelphia, PA, 19103