Bordeaux Wealth Advisors
Assets Under Management
$5.6B
Number of Clients
340
Number of Advisors
N/A
Avg. Portfolio per Client
$16.6M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Bordeaux Wealth Advisors (BWA) offers personalized financial counseling and investment management to high-net-worth individuals, families, trusts, and businesses. BWA helps clients determine financial objectives, analyze cash flow, manage risk, and plan for retirement, education, taxes, and estates. BWA provides written evaluations and periodic account reviews, and may offer project-based consultations. BWA may recommend investments in unaffiliated private investment funds. BWA is part of Focus Financial Partners.
Fee Structure
Bordeaux Wealth Advisors' (BWA) fee is either a percentage of your portfolio or a flat annual fee. The percentage-based fee typically ranges from 0.25% to 1.1% per year, and the percentage generally decreases as the amount you invest increases. The flat fee is determined based on factors such as the amount of assets managed, complexity of services, and time requirements. BWA may charge advisory fees for services provided to accounts held away at other custodians. BWA also offers sub-advisory services to other registered investment advisors.
Areas of Practice
Location
1550 El Camino Real, Suite 100, Menlo Park, CA, 94025