Bruce Raabe is a CFA-designated registered investment advisor at Relevant Wealth Advisors, LLC, based in Mill Valley, CA, with 34 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Relevant Wealth Advisors generally charges a flat percentage rate ranging from 0.5% to 1.5% annually. Fees may be negotiable.
Fee Estimator
Location
2 Belvedere Place, Ste 200, 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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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