Sergio Campos is a registered investment advisor at Relevant Wealth Advisors, LLC, based in Mill Valley, CA, with 2 years of industry experience. Sergio 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.
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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
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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