Brandywine Global Investment Management Review


Trust Score 84%
Trust Score info_outline
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Brandywine Global Investment Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 20 advisors. Brandywine Global Investment Management manages $78 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 uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 32 years

Considerations


  • There is only one licensed advisor for every 70 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes 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 $78 billion
Advisor / Client Ratio 1:70
Headquarters Philadelphia, PA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 1.00%


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