Glenn Carlson is a CFA-designated registered investment advisor at Brandes Investment Partners, LP, based in La Jolla, CA, with 34 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,588 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brandes Investment Partners charges a percentage of your portfolio's value each year. The specific rate depends on the investment strategy and the amount you invest. Fees are typically billed quarterly. The firm may negotiate fees with some clients. Here are some examples of their standard fees:
Equity Strategies:
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Global Balanced, Global Strategic Equity, U.S. Value Equity:
- First $25 million: 0.65%
- Next $25 million: 0.55%
- Next $50 million: 0.45%
- Next $50 million: 0.40%
- Over $150 million: 0.35%
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European Equity, Global Equity, Global Equity Income, International Equity:
- First $25 million: 0.75%
- Next $25 million: 0.60%
- Next $50 million: 0.50%
- Next $50 million: 0.45%
- Over $150 million: 0.40%
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Emerging Markets Equity, Emerging Markets Value Equity, Emerging Markets (ex-China) Equity:
- First $25 million: 0.90%
- Next $25 million: 0.80%
- Next $50 million: 0.75%
- Next $50 million: 0.70%
- Over $150 million: 0.60%
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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 $25 million: 0.95%
- Next $25 million: 0.90%
- Over $50 million: 0.80%
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Japan Equity, U.S. Small-Mid Cap Value Equity, U.S. Small Cap Value Equity:
- First $25 million: 0.95%
- Next $25 million: 0.90%
- Next $100 million: 0.80%
- Over $150 million: 0.70%
Fixed Income Strategies:
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Core Plus Fixed Income:
- First $20 million: 0.29%
- Next $30 million: 0.25%
- Next $50 million: 0.20%
- Next $150 million: 0.175%
- Over $250 million: 0.15%
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Corporate Focus Fixed Income:
- First $20 million: 0.40%
- Next $30 million: 0.30%
- Over $50 million: 0.25%
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Enhanced Fixed Income:
- First $25 million: 0.42%
- Next $25 million: 0.35%
- Over $50 million: 0.30%
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
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