Inbalance Advisors, LLC

INbalance Advisors, LLC is a registered investment adviser based in Los Angeles, CA, established as a limited liability company under Delaware law. The firm is owned by Evoke Holdings, LLC, indirectly owned by David Hou and Alex Shahidi. They offer discretionary portfolio management services, requiring clients to grant them authority to manage accounts. INbalance primarily advises on ETFs and registered managed funds, tailoring advice to individual needs. The firm manages approximately $849,804 in assets on a discretionary basis. The annual fee for portfolio management services ranges from 0.55% to 1.01%, billed quarterly based on the account balance. Clients must have a minimum of $250,000 to open and maintain an advisory account, which may be waived based on potential asset growth. INbalance does not accept performance-based fees or engage in side-by-side management. The firm provides ongoing account monitoring and conducts reviews at least semi-annually. Clients are responsible for voting their securities' proxies, and the firm does not vote on their behalf. INbalance does not have any financial conditions preventing meeting contractual commitments. The firm does not participate in class action lawsuits or initiate litigation on behalf of clients.