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 operates as a financial advisor firm located in La Jolla, California. It has $17.5 billion in assets over 8,697 client accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a large team, including 35 financial advisors. Brandes Investment Partners, Lp does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like stocks, options and bonds.

    Brandes Investment Partners, Lp manages more than half of its client assets in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without needing to seek client authorization. Brandes Investment Partners, Lp also administers 1,140 non-discretionary accounts with a total of $292.4 million in assets. Brandes Investment Partners, Lp manages an average of $2.0 million for each customer account. An average financial advisor at Brandes Investment Partners, Lp oversees around 248 client accounts.

    The firm's headquarters is at 4275 Executive Square, 5Th Floor, La Jolla, California 92037. Brandes Investment Partners, Lp is permitted to serve investors throughout 51 U.S. states and territories.

    Assets Under Management

    $17.5 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

    $17.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    144

    National Average: 64
    Total Number of Accounts

    8,697

    National Average: 375,227
    Average Account Size

    $2.0 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely are based on which service is offered. Fee types billed by the firm can be comprised of any combination of the following fee types: asset-based, fixed or performance-based. Brandes Investment Partners, Lp does participate in a wrap fee program, in which the company offers a service bundle for a single fee.

    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 manages money for a broad range of customers. The firm 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 8,697 accounts, Brandes Investment Partners, Lp's biggest client is retail investors, although it also caters to 560 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 6.44%
    • Other Individuals - 85.31%
    • Corporations - 6.99%
    • Charitable Organizations - 1.25%

    * 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

    Glenn Carlson
    La Jolla, CA
    Tony Pamaran
    La Jolla, CA
    Brent Woods
    La Jolla, CA
    Taylor Howard
    La Jolla, CA
    John Kelly
    San Diego, CA
    Michael Israel
    La Jolla, CA
    Robert Marshall
    La Jolla, CA
    Scott Thompson
    La Jolla, CA
    Anthony Bregante
    La Jolla, CA

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