Marsha
Otto
Brandes Investment Partners, Lp
Answer a few questions and
get matched with an advisor.
About this Advisor
Marsha Otto is a financial advisor operating in La Jolla, California with 24 years of industry experience. Otto works at Brandes Investment Partners, Lp. The advisor has gained experience at Brandes Investment Partners, L.P, Quasar Distributors, LLC and Alps Distributors, Inc. Otto holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Alaska, Arkansas, California, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Indiana, Kentucky, Louisiana, Maine, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, West Virginia and Wisconsin. Brandes Investment Partners, Lp is an advisory business that has its headquarters in La Jolla, CA. The company has a total of 144 financial advisors. It handles $18 billion in assets under management among its 8,697 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 109 charitable organizations. Of its 8,697 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically depend on which services are offered. However, fees charged by Brandes Investment Partners, Lp likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Brandes Investment Partners, Lp Brokerage Details
$17,530,381,334
144
8,697
$2,015,681
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Marsha Otto Work History
Marsha has been registered as a financial advisor for 24 years.*
Alps Distributors, Inc
Brandes Investment Partners, L.P
Quasar Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marsha Otto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brandes Investment Partners, Lp
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
San Diego, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.