Rebalance, LLC provides investment management, financial planning, and decision-making support through its Rebalance360 program. Rebalance manages investment portfolios using ETFs and offers financial planning to clients with $1,000,000 or more in assets under management. Rebalance uses model portfolios based on risk tolerance and investment goals.
Assets Under Management$1.6B
Clients652
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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