Expert Advice

How Does Rebalance Charge Clients?

Mitch Tuchman, Managing Director of Rebalance, explains that charging just half a percent on your assets allows clients to retire with more.

Mitch Tuchman: Rebalance’s charges are very simple. We charge a half a percent on your assets. That’s it. We have low-cost funds in the portfolio so there are some small charges for the funds. We have some trading commissions when we rebalance the portfolios, which are de-minimis.

Most importantly, our fees are completely, 100% transparent. We find that when clients shop elsewhere and start looking at other firms and the fees they charge, they find obfuscation and it’s very hard to figure that out, but for us it’s half a percent.