Bordeaux Wealth Advisors

Investment Advisor Firm

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Bordeaux Wealth Advisors is a financial advisor company based in Menlo Park, California. The firm oversees $2.3 billion in total assets across 127 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The company has a small group of 12 employees, all of whom are financial advisors. Bordeaux Wealth Advisors does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, stocks and bonds.

Bordeaux Wealth Advisors oversees more than half of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction judgments without requiring the client's consent. It also has 13 non-discretionary accounts totaling $475.3 million in assets under management. The advisory firm's average account size is $17.9 million. An average advisor at Bordeaux Wealth Advisors oversees about 11 client accounts, placing it among the more personalized financial advisor firms in the country.

Bordeaux Wealth Advisors's central office is located at 3000 Sand Hill Road, Menlo Park, California 94025. Bordeaux Wealth Advisors is legally allowed to serve customers throughout a number of states, including Arizona, California, Texas and Washington.

Assets Under Management

$2.3 billion

Number of Advisors




Office Location

3000 Sand Hill Road
Menlo Park, CA 94025

Bordeaux Wealth Advisors by the Numbers

Total Assets Under Management

$2.3 billion

National Average: $3.3 billion
Total Number of Employees


National Average: 31
Total Number of Accounts


National Average: 1,935
Average Account Size

$17.9 million

National Average: $1.7 million

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Products and Services

Bordeaux Wealth Advisors provides multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. In the past fiscal year, the firm provided 101-250 of its clients with financial planning services. The company is engaged in selling products or offering services different than investment advice to its customers. It is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant and commodity pool advisor.

Core Advisor Services

  • Offered by 44% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 61% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial advisory services usually vary depending on which services are offered. However, fee types billed by Bordeaux Wealth Advisors likely consist of the following fee types: asset-based or fixed. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.


  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 39% of firms


    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.


  • Find one of the 35% of firms that offer this fee type


    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type


    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type


    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type


    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type


    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It caters to high net worth investors and charitable organizations. Out of its 127 customers, Bordeaux Wealth Advisors's largest client type by number of accounts is high net worth investors, although it also manages money for 124 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 97.64%
  • Other Individuals - 0%
  • Corporations - 0%
  • Charitable Organizations - 2.36%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Bordeaux Wealth Advisors does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Bordeaux Wealth Advisors

Chao Zheng
Menlo Park, CA
Jason Pfannenstiel
Menlo Park, CA
Tyler Johnson
Menlo Park, CA
Nicholas Casaccia
Menlo Park, CA
Teling Peterson
Menlo Park, CA
David Murdock
Menlo Park, CA
Wen Tao Chen
Menlo Park, CA
Timothy Harvey
Menlo Park, CA
Thomas Myers
Menlo Park, CA

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This content was compiled from the SEC and FINRA