Matthew Jude is a CFP-designated registered investment advisor at Rebalance LLC, based in Sacramento, CA, with 5 years of industry experience. Matthew 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
Sacramento, CA
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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 →Employment History
Current Registrations
Rebalance LLC
Previous Registrations
Lucas Group Financial Planners, INC.
State Registrations1 state
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