Bruce Raabe is a CFA-designated registered investment advisor at Relevant Wealth Advisors, LLC, based in Mill Valley, CA, with 33 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relevant Wealth Advisors manages investments for a fee based on the amount of your portfolio. The fee typically ranges from 0.5% to 1.5% annually. Fees may be negotiable. A minimum of $10,000,000 of assets under management is generally required, although this amount may be negotiable.
Location
2 Belvedere Place, Ste 350, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bruce acts as a trustee for several accounts, including family trusts, the Butts Supplemental Needs Trust, and The Stanley Smith Horticultural Trust. He also serves as a Board Trustee for the Marin County Employees' Retirement Plan, spending minimal time on these activities.
Employment History
Current Registrations
Relevant Wealth Advisors, LLC
Previous Registrations
Relevant Wealth Advisors, LLCBroker
State Registrations1 state
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