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Last Updated: 04/18/2025

Rebalance Investment Advisor

in Investment Advisors from Rebalance

Last Updated: 04/18/2025

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Highlights

Minimum Initial Investment

$100,000

Management Fee

0.25% - 0.7%
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Rebalance Investment Advisor Review

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

Rebalance Pros & Cons

Rebalance FAQ

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.

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 does not charge fees based on an investment expense ratio.

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

Rebalance offers the following types of assets and account types.
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 $$100,000.

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Contact

Headquarters

530 Lytton Avenue
Suite 200
Palo Alto, CA 94301
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