Brandes Investment Partners is an independent investment advisory firm founded in 1974 that manages global equity and fixed income portfolios. Brandes applies a value-oriented investment philosophy based on the principles of Benjamin Graham and David Dodd, focusing on bottom-up security selection to buy businesses at discounts to their estimated intrinsic value. The firm serves individual private clients, institutional investors, and pooled vehicles through separate accounts, wrap fee programs, and model portfolios. Brandes offers a wide range of equity strategies covering domestic, international, and emerging markets, as well as several fixed income strategies. Brandes does not provide broader financial, tax, or estate planning advice, focusing exclusively on discretionary and non-discretionary investment 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.