Sarah
Prentice

Brandes Investment Partners, Lp

CRD#5425947
Investment Advisor
in San Diego, CA

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About this Advisor

Sarah Prentice is a financial advisor working in San Diego, California, with a total of 9 years of relevant experience. Prentice works at Brandes Investment Partners, Lp. Prentice has gained experience at Coronado Investments, LLC, Brandes Investment Trust, Quasar Distributors, LLC, Brandes Investment Partners, L.P and Alps Distributors, Inc. Prentice holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Brandes Investment Partners, Lp is a registered investment business operating out of La Jolla, CA. The firm has a total of 144 employees. It has $18 billion in assets under management among its 8,697 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 109 charitable organizations. Of its 8,697 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules usually depend on the type of financial services provided. Fees billed by Brandes Investment Partners, Lp can consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

11988 El Camino Real Suite 600
San Diego, CA 92130

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Brandes Investment Partners, Lp Brokerage Details

Total Assets Under Management

$17,530,381,334

CA Average: $7,578,581,321
Total Number of Employees

144

CA Average: 43
Total Number of Accounts

8,697

CA Average: 3,727
Average Account Size

$2,015,681

CA Average: $2,033,427

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

Sarah Prentice Work History

Sarah has been registered as a financial advisor for 9 years.*

2015 - Present (9 years)

Alps Distributors, Inc

2013 - Present (11 years)

Brandes Investment Trust

2013 - Present (11 years)

Brandes Investment Partners, L.P

2013 - 2015 (2 years)

Quasar Distributors, LLC

2007 - 2013 (6 years)

Coronado Investments, 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 Sarah Prentice 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

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

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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.

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