Advisor at Relevant Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Relevant Wealth Advisors, LLC
Location
Mill Valley, CA 94941
Credentials
CFA®, Series 63, Series 65
Industry experience
33 years
Bruce Raabe is a CFA® charterholder with over 33 years of experience in the financial industry. He has been with Relevant Wealth Advisors, LLC and Collins & Company, LLC since 1992. Mr. Raabe serves as a trustee for several family trusts, the Butts Supplemental Needs Trust, and the Stanley Smith Horticultural Trust, which provides grants to botanical gardens. He also serves as a Board Trustee for the Marin County Employees' Retirement Plan. Relevant Wealth Advisors provides portfolio and wealth management services primarily to high net worth individuals, businesses, pension plans, and charitable institutions, generally requiring a minimum of $10 million in assets. The firm employs a long-term investment approach based on modern portfolio theory and market efficiency, with an emphasis on asset allocation, and manages a portfolio wrap-fee program that includes the use of derivatives, margin, and private fund-of-funds.
Based on Relevant Wealth Advisors, LLC
Based on Relevant Wealth Advisors, LLC
Flat quarterly fees may be negotiated in some cases.
0.5% to 1.5% annually
Account minimum: $15,000,000
2 Belvedere Place, Ste 200
Mill Valley, CA 94941
California
Relevant Wealth Advisors, LLC
1992 - Present (34 years)
Collins & Company, Llc
1992 - Present (34 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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