Rebalance Blog

How do I cancel your service?

If you wish to cancel service, there is no need to be embarrassed or to feel uncomfortable. The process takes a day. We simply remove ourselves from your account and pro-rate and deduct any accrued fees. There is no cost… Continue reading

 

What’s the catch? How else do you make money from my account?

There is no catch. In fact, the U.S. Securities and Exchange Commission (SEC) requires that we disclose our fees completely in our ADV II. We encourage you to review this document.

 

What will my total investment fees be?

Rebalance fees are 0.7% per year for the first $1 million of assets under management per household and 0.5% on assets above $1 million and 0.25% on assets above $5m. There is a one-time set-up charge of $250 for each… Continue reading

 

How can you only charge a 0.7% management fee?

At Rebalance, we know that for you to live well and retire with more, you must pay less in investment fees. Most investment managers charge fees of at least 1% per year. Because of our unique approach to IRA investing,… Continue reading

 

How are you related to MarketRiders?

We use the MarketRiders investment platform, methodology, and rebalancing algorithms. Mitchell Tuchman, the co-founder of MarketRiders, saw the need for Rebalance after many MarketRiders subscribers expressed interest in having their retirement accounts professionally managed using the same approach. Some clients… Continue reading

 

Why should I trust Rebalance over a well-known broker?

There are two kinds of investment managers: an Investment Advisor, which we are, and brokers, such as those you will find at Merrill Lynch, Goldman Sachs, or UBS. As a Registered Investment Advisor under the Securities Act of 1940, we… Continue reading

 

Where is my money held?

Your money will be at either Schwab or Fidelity in an account under your name. You will be able to log on to their site any time, day or night, and to check your account balance, and to download statements.… Continue reading

 

How safe is the data you have about me?

All personal information given to us is held in the strictest confidence and protected under our written privacy policy. We are fully committed to safeguarding your information using state-of-the-art data security and encryption services. Our partners help us to maintain… Continue reading