Lu
Dai
Bordeaux Wealth Advisors
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About this Advisor
Lu Dai is a financial advisor based in Menlo Park, California, working with Bordeaux Wealth Advisors. Lu has previously held positions at Bordeaux Wealth Advisors, Empirical Wealth Management, Anderson Tax, Robert Lee & Associates, LLP, and Golden Gate University. Lu has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lu is part of Bordeaux Wealth Advisors, which operates out of Menlo Park, California. The firm has 3 offices and 35 employees. The firm manages assets totaling $4.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Bordeaux Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,437,471,849
35
247
$17,965,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lu Dai Work History
Bordeaux Wealth Advisors
Empirical Wealth Management
Anderson Tax
Robert Lee & Associates, Llp
Golden Gate University
Disclosures
Please visit the SEC profile of Lu Dai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bordeaux Wealth Advisors
Kirkland, WA
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Kirkland, WA
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