Brandes Investment Partners, Lp

CRD#105404
Investment Advisor Firm

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Learn more about Brandes Investment Partners, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Brandes Investment Partners, Lp is located at 4275 Executive Square, 5th Floor, La Jolla, CA. The firm employs 35 financial advisors to manage client portfolios and provide financial guidance. Brandes Investment Partners, Lp is not a registered broker-dealer.

    Brandes Investment Partners, Lp oversees $22.2 billion in assets under management across 9,220 accounts, of which 7,553 are discretionary and 1,667 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, and corporations. The fee structure at Brandes Investment Partners, Lp includes asset-based, fixed, and performance-based fees. The largest client type by accounts is retail investors, and the firm has 810 high net worth clients.

    Brandes Investment Partners, Lp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $22.2 billion

    Number of Advisors

    35

    Disclosures

    No

    Office Location

    4275 Executive Square, 5Th Floor
    La Jolla, CA 92037

    Brandes Investment Partners, Lp by the Numbers

    Total Assets Under Management

    $22.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    141

    National Average: 64
    Total Number of Accounts

    9,220

    National Average: 375,227
    Average Account Size

    $2.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice largely depend on the type of financial services offered. Fees charged by Brandes Investment Partners, Lp most likely include some blend of the following fee structures: asset-based, fixed, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Brandes Investment Partners, Lp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with a number of different clients. The company caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other. Out of its 10 clients, Brandes Investment Partners, Lp's biggest client type by number of accounts is state or municipal government entities, though it also serves 810 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 8.79%
    • Other Individuals - 83.27%
    • Corporations - 6.89%
    • Charitable Organizations - 1.05%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Brandes Investment Partners, Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Brandes Investment Partners, Lp

    Tony Pamaran
    La Jolla, CA
    Taylor Howard
    La Jolla, CA
    Brent Woods
    La Jolla, CA
    Sarah Prentice
    San Diego, CA
    Glenn Carlson
    La Jolla, CA
    Kevin Grieve
    La Jolla, CA
    Jerome Butkiewicz
    La Jolla, CA
    Robert Marshall
    La Jolla, CA
    Scott Thompson
    La Jolla, CA

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