Relevant Wealth Advisors, LLC

Relevant Wealth Advisors, LLC is a registered investment adviser based in Mill Valley, California, established in 1962 and registered with the SEC since 1999. The firm specializes in providing portfolio management and wealth management services to individuals and institutions. The principal owner, Bruce Jon Raabe, is a Chartered Financial Analyst and serves as the President, Chief Investment Officer, Chief Financial Officer, and Chief Compliance Officer. Clients of Relevant Wealth Advisors can benefit from personalized investment policies, portfolio management, and wealth management services tailored to their financial needs and objectives. The firm offers a wrap-fee program where clients pay a single, all-inclusive fee based on assets under management. The advisory fees for clients not in the wrap-fee program range from 0.5% to 1.5% of assets under management, with a minimum requirement of $10,000,000. Relevant Wealth Advisors follows a long-term investment strategy rooted in modern portfolio theory, focusing on asset allocation decisions rather than market timing or stock picking. The firm offers advice on various securities, including equities, corporate debt securities, municipal securities, and ETFs. Clients have the option to impose restrictions on their investments upon request. The firm does not charge performance-based fees and provides discretionary advisory services, allowing Relevant Wealth Advisors to make investment decisions on behalf of clients within agreed-upon guidelines. Clients generally receive quarterly reports and have the option to direct Relevant Wealth Advisors to use a specific broker for transactions. The firm also discloses its brokerage practices, including its relationship with Charles Schwab & Co., Inc., as a custodian and broker for client assets.