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Brandes Investment Partners Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Based in San Diego, California, Brandes Investment Partners is a registered investment advisor (RIA) firm that provides services to a worldwide range of clients, with a presence in the U.S., Canada, Europe, the Middle East, Africa and Asia Pacific.

The firm's client base includes high-net-worth individuals and other advisors. It currently oversees billions 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.

Brandes Investment Partners Client Types and Minimum Account Sizes

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 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 cover equities and fixed income. In addition, Brandes may allow you to make certain restrictions on certain asset classes.  

Also, Brandes manages wrap fees 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 their future in order to determine whether to invest in these firms and to what extent. 

Brandes aims to buy securities at a discount to their 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

Brandes Investment Partners Fees

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 schedule ranges (by strategy) provided below: 

Strategies Annual Fee Range
  • Global Balanced
  • U.S Value Equity
  • European Equity
  • Global Equity
  • Global Equity Income
  • International Equity
  • Emerging Markets Equity
  • Emerging Markets Value Equity
  • Emerging Markets (ex-China) Equity
  • Asia Pacific (ex-Japan) Equity
  • Global Opportunities Value
  • Global Small-Mid Cap Equity
  • Global Small Cap Equity
  • International Small-Mid Cap Equity
  • International Small Cap Equity
  • Japan Equity
  • U.S. Small-Mid Cap Value Equity
  • U.S. Small Cap Value Equity
  • Core Plus Fixed Income
  • Corporate Focus Fixed Income
  • Enhanced Fixed Income

Learn more about advisors' typical costs here.

What to Watch Out For

As of the time of this writing, the firm had no legal disciplinary matters in the past 10 years to disclose. 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.

Opening an Account With Brandes Investment Partners

To contact Brandes, call (858) 755-0239, toll-free at (800) 237-7119 or visit the firm's website for contact info.

All information was accurate as of the writing of this article. 

Tips for Finding the Right Financial Advisor 

  • To narrow your financial advisor search, SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • 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. 

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research