Based in San Diego, Brandes Investment Partners is a registered investment advisor (RIA) firm that provides services to a world-wide range of clients, including high-net-worth individuals and other advisors. It currently oversees more than $22 billion in assets under management (AUM).
Brandes Investment Partners Background
Brandes came on to the financial services scene in 1974. Today, it focuses on a global range of asset classes driven by the aim to outperform market benchmarks for maximum long-term returns.
The firm has two main partners: Co-GP, LLC and Brandes Worldwide Holdings.
What Types of Clients Does Brandes Investment Partners Accept?
Brandes serves a diverse group of clients including:
- Individuals and institutional investors
- Corporations and registered investment companies
- Private investment funds
- Banks or thrift institutions
- Collective investment trusts (CITs)
- Educational institutions
- Domestic government entities
- Insurance companies
- Pension and profit-sharing plans
- Trusts, estates and charitable organizations
Brandes Investment Partners Minimum Account Size
Brandes generally requires a minimum account size of $10 million to establish an account. However, the firm may reduce or waive this requirement at its own discretion.
Services Offered by Brandes Investment Partners
Brandes primarily offers investment advisory services to individuals and institutional clients through separate accounts, mutual funds, private investment funds and CITs. The firm offers a global selection of investment strategies that covers equities and fixed income. In addition, Brandes may allow you to make certain restrictions on certain asset classes.
Also, Brandes manages wrap fee or separately managed accounts (SMAs) sponsored by unaffiliated broker-dealers. Investment strategies offered to these clients are similar to the ones provided to separate account clients managed by Brandes.
The firm also provides advisory and sub-advisory services to investment vehicles such as mutual funds.
Brandes Investment Partners Investing Philosophy
When it comes to equities strategies, Brandes focuses on value investing, which entails fundamental analysis. This method involves analyzing the financial health of companies in order to make educated predictions about its future in order to determine whether to invest in these firms and to what extent.
Brandes aims to buy securities at a discount to its intrinsic value by conservative estimates. It also considers the fixed-income space.
Brandes utilizes the following strategies:
- Core Plus Fixed Income
- Corporate Focus Fixed Income
- Emerging Markets Equity
- Enhanced Income
- European Equity
- Global Balanced
- Global Equity
- Global Opportunities Value
- Global Small Cap Equity
- Global Small-Mid Cap Equity
- International Equity
- International Small Cap Equity
- International Small-Mid Cap Equity
- U.S. Small Cap Value Equity
- U.S. Small-Mid Cap Value Equity
- U.S. Value Equity
Fees Under Brandes Investment Partners
Brandes charges fees based on a percentage of your account’s current market value. These fees may be negotiable, but they’re based on the current fee schedules provided below:
|Strategies||Account Assets||Annual Fee|
|Global BalancedU.S. Value Equity||First $25 millionNext $25 millionNext $50 millionNext $50 millionMore than $150 million||0.65%0.55%0.45%0.40%0.35%|
|European EquityGlobal EquityGlobal Equity Income International Equity||First $25 millionNext $25 millionNext $50 millionNext $50 millionMore than $150 million||0.75%0.60%0.50%0.45%0.40%|
|Emerging Markets Equity Emerging Markets Value EquityJapan EquityU.S. Small-Mid Cap Value EquityU.S. Small Cap Value Equity||First $25 millionNext $25 millionNext $100 million Amounts more than $150 million||0.95%0.90%0.80%0.70%|
|Asia Pacific (ex-Japan) Equity Global Opportunities Value Global Small-Mid Cap Equity Global Small Cap Equity International Small-Mid Cap EquityInternational Small Cap Equity||First $20 millionNext $30 millionNext $50 millionNext $150 million Amounts more than $250 million||0.325%0.25%0.20%0.175%0.15%|
|Corporate Focus Fixed Income||First $20 millionNext $30 million Amounts more than $50 million||0.40%0.30%0.25%|
|Enhanced Fixed Income||First $25 millionNext $25 million Amounts more than $50 million||0.42%0.35%0.30%|
What to Watch Out For
Though the firm does not specify high-net-worth individuals as clients, its $10 million account minimum basically rules out individuals who are not very wealthy.
As of the time of this writing, the firm had no legal disciplinary matters in the past 10 years to disclose.
Opening an Account With Brandes Investment Partners
To contact Brandes, call (800) 237-7119 or email firstname.lastname@example.org.
Where Is Brandes Investment Partners Located?
The firm’s U.S. headquarters are at:
11988 El Camino Real, Suite 600
San Diego, California 92130
Tips for Finding the Right Financial Advisor
- To narrow your financial advisor search, use SmartAsset’s financial advisor matching tool. After answering some questions about your goals, the tool will connect you with up to three advisors in your area. You can access their profiles to evaluate their credentials prior to making a decision.
- Ask how advisor candidates get paid. Some have fee structures that can open the door to potential conflicts of interest. Most experts would suggest you seek help from a fee-only financial planner who works as a fiduciary. This means the advisor can face serious penalties for not working in your best interest.
All information was accurate as of the writing of this article.