Glenn Carlson is a CFA-designated registered investment advisor at Brandes Investment Partners, LP, based in La Jolla, CA, with 35 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 13,504 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100.0M - $150.0M | 0.40% |
| $150M+ | 0.35% |
Schedule represents standard equity strategies like Global Balanced. Other strategies have different fee schedules ranging up to 0.95% for certain equity strategies and as low as 0.29% for fixed income strategies. Fees are negotiable.
Fee Estimator
Location
4275 Executive Sq, 5th Floor, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Glenn is a director at Amagine Lighting & Design, a private business owned by a family member, since August 2017. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Brandes Investment Partners, LP
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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