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Brandes Investment Partners Review

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Brandes Investment Partners, L.P.

Based in San Diego, Brandes Investment Partners is a registered investment advisor (RIA) firm that provides services to a world-wide 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 more than $23.7 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.

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 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

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 schedules provided below: 

Strategies Account Assets Annual Fee
Global Balanced                                                                                                        U.S. Value Equity First $25 million    Next $25 million    Next $50 million    Next $50 million    More than $150 million 0.65%                  0.55%                  0.45%                0.40%                  0.35%
European Equity                                                                                                    Global Equity                                                                                                        Global Equity                                                                                                      Income International Equity First $25 million    Next $25 million    Next $50 million    Next $50 million    More than $150 million 0.75%                      0.60%                      0.50%                      0.45%                      0.40%
Emerging Markets Equity                                                                                  Emerging Markets Value Equity                                                                              Japan Equity                                                                                                            U.S. Small-Mid Cap Value Equity                                                                                U.S. Small Cap Value Equity  First $25 million    Next $25 million    Next $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 Equity                                                              International Small Cap Equity First $20 million  Next $30 million  Next $50 million  Next $150 million Amounts more than $250 million 0.325%                        0.25%                            0.20%                          0.175%                            0.15%
Corporate Focus Fixed Income First $20 million        Next $30 million        Amounts more than $50 million 0.40%                      0.30%                      0.25%
Enhanced Fixed Income First $25 million        Next $25 million      Amounts more than $50 million 0.42%                      0.35%                      0.30% 

 

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount. Fee amounts are based on fee percentages for global balanced strategies. 
Estimated Investment Management Fees at Brandes Investment Partners*
Your Assets Brandes Investment Partners Fee Amount
$500K N/A
$1MM N/A
$5MM N/A
$10MM $65,000

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 (800) 237-7119 or email info@brandes.com. 

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. 

How Many Years $1 Million 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.

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

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

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%. This reflects the typical return on a conservative investment portfolio. 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