Expert Advice

What Type Of Investor Can Benefit Most From Working With Rebalance?

Scott Puritz, Managing Director of Rebalance IRA, describes the investor that can benefit the most from working with Rebalance IRA.

Scott Puritz: The investor that can benefit most from Rebalance tends to be 45 years or older, has had a successful career, and frequently has made different attempts to manage their retirement accounts but has not been very well treated in the marketplace. They most likely have retirement assets in different accounts and, invariably they’re paying a dramatically higher fee structure than is prudent and probably do not have the right level of risk for their time horizon.