MI
CFA
MI
CFA

Michael Bruce Israel

26 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
10,588 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$26.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.95%
$25.0M - $50.0M0.90%
$50M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4275 Executive Sq, 5th Floor, La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brandes Investment Partners, LP
November 1999 - Present · 26 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Michael Bruce Israel - Financial Advisor | TrueAdvisor