Sonja Breeding is a CFP-designated registered investment advisor at Rebalance LLC, based in Palo Alto, CA, with 13 years of industry experience. Sonja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 652 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15M+ | 0.12% |
Fees may be negotiable.
Fee Estimator
Location
635 Bryant Street, #6, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sonja is a licensed insurance agent in California since 2017, but she is not actively selling insurance or collecting revenue from past sales. This activity is not investment-related.
Employment History
Current Registrations
Rebalance LLC
Previous Registrations
Homewood Capital Management, INC.
Homewood Capital Management, INC.
The Kane Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.