Awards and recognition by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bordeaux Wealth Advisors (“BWA”) is engaged, or continues to be engaged, to provide financial and investment advisory services; nor should they be construed as a current or past endorsement of BWA or its representatives by any of its clients. Neither BWA nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to BWA individual employees.
Barron’s criteria: The Barron’s rankings are based on data provided by some of the nation’s most productive advisors. Advisors must fill out a detailed survey, based on current financial metrics then in effect, be registered with the SEC, and have at least $300 million AUM to be considered. Factors also included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Worth criteria: Worth Magazine bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Nominated advisors are then asked to complete an extensive survey. All credentials and designations are verified, and nominee compliance records are verified.