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  Rebalance

Rebalance

in Investment Advisors from Rebalance

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Rebalance

Unaffiliated

in Investment Advisors from Rebalance

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Highlights
Highlights
Minimum Account $100,000
Management Fee 0.25% - 0.7%

Rebalance Review

Rebalance is founded in 2011 and based in Palo Alto, CA.

What fees does Rebalance charge?

Rebalance uses a fee-only model.

This means Rebalance gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Rebalance Fees
Description
Monthly Fee $0
Annual Fee $50
Management Fee 0.25% - 0.7%
Fee Based? Yes
Account Transfer Fee $0
Account Termination Fee $0
Investment Expense Ratios Starting at 0.15%

What management fees does Rebalance charge?

Rebalance charges an annual management fee that starts at 0.25% and ranges up to 0.7%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Rebalance?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Rebalance charges an investment expense ratio that starts at 0.15%

What type of investment accounts and asset classes does Rebalance support?

Rebalance offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • SEP IRA
  • Joint Non-Retirement Accounts
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts
  • Rebalance does not offer any of the investment vehicles that we track.

    What is the minimum amount you have to invest to open an account with Rebalance?

    The minimum amount to open an account with Rebalance is 100000.

    How does Rebalance compare to other investment advisors?

    Pros & Cons of Rebalance
    Pros Cons
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Limited investment options.
  • SUPERMONEY Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...

    Contact

    • Headquarters
    •   530 Lytton Avenue
      Suite 200
      Palo Alto, CA 94301 USA
    •   Visit Site

    About Rebalance

    Feature Breakdown

    Account Termination Fee $0
    Account Transfer Fee $0
    Investment Expense Ratios Starting at 0.15%
    Monthly Fee $0
    Annual Fee $50
    Fee Based  
    Management Fee 0.25% - 0.7%
    Minimum Account $100,000
    Accounts Supported
    • Individual Non-Retirement Accounts
    • Rollover IRA
    • Roth IRA
    • SEP IRA
    • Traditional IRA
    Automatic Rebalancing  
    Independent/Registered Investment Advisor  
    Software Managed  

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