Rebalance LLC

Rebalance, LLC, established in June 2011, offers investment management, financial planning, and decision-making advice through its Rebalance360 program. The firm requires discretionary authority from clients to select securities and execute transactions. Rebalance primarily uses Exchange Traded Funds (ETFs) in its model portfolios, tailored to clients' risk tolerance and investment goals. Clients with $1,000,000 or more in assets can access financial planning services under the Plan360 program. Rebalance's annual advisory fees for Rebalance360 range from 0.12% to 0.75% based on total assets under management. The account minimum for Rebalance360 is $1,000,000, with the possibility of a waiver. Rebalance does not accept performance-based fees and provides ongoing investment management with discretionary authority over client accounts. The firm reviews model portfolios periodically and offers personalized services for high net worth individuals. Rebalance requires clients to use Charles Schwab or Fidelity for custodial and securities execution services. The firm's Privacy Policy outlines the collection and protection of clients' personal information. Clients have the right to limit sharing of personal information for marketing purposes. Rebalance emphasizes client confidentiality and data security in compliance with federal law.