Heidi Phan is a CFP-designated registered investment advisor at Rebalance LLC, based in Boulder, CO, with 1 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 656 clients with $1.9B 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 adjusted at Rebalance's discretion.
Fee Estimator
Location
Boulder, CO
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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
Illumination Wealth Management
The Wealth Conservancy, INC.
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.
Exams
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