Sergio Campos is a registered investment advisor at Relevant Wealth Advisors, LLC, based in Mill Valley, CA, with 1 years of industry experience. Sergio 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.
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Sergio is the owner and CEO of El Camino Financial, LLC, dedicating about 10-20% of his time to operations and marketing. He also manages two rental properties, spending minimal time on each.
Employment History
Current Registrations
Relevant Wealth Advisors, LLC
State Registrations1 state
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