Relevant Wealth Advisors provides portfolio management and wealth management services directly to individuals and institutions. Founded in 1962 and registered with the SEC since 1999, Relevant Wealth Advisors is led by Bruce Jon Raabe. The firm manages investment portfolios primarily through a wrap-fee program where clients pay a single bundled fee covering portfolio management, trade execution, and custodial services. Relevant Wealth Advisors bases its investment approach on modern portfolio theory and efficient markets, focusing on asset allocation decisions rather than stock picking or market timing. In addition to investment management, Relevant Wealth Advisors provides wealth management services covering personal assets, professional relationships, charitable giving, retirement plans, taxes, business succession, liability management, and family giving.
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.