Brandywine Global Investment Management Review


Brandywine Global Investment Management, founded in 1986, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 20 advisors. Brandywine Global Investment Management manages $77.51 billion and provides investment advisory services for 1,399 clients (1:70 advisor/client ratio).

Brandywine Global Investment Management requires a $5,000,000 minimum investment and charges 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Been in business 31 years
  • No disciplinary history
  • Firm services over 1,000 clients
  • Uses a trusted custodian

Considerations


  • Custodian is unknown
  • Firm is a broker-dealer and may be subject to compensation-related conflicts of interest
  • Firm has a low advisor to client ratio
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

Managed Investing


Expand fee details
Trust Score
87
info_outline

Annual Management Fee Percent
$0+ 1.00%
Feature Value
Estimated Fees (Annual) $50,000 on a $5,000,000 portfolio
Annual Management Fee Details None
Minimum Investment $5,000,000
Minimum Annual Fee $0
Average Account AUM $55,406,195
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $77.51 billion
Advisor / Client Ratio 1:70


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