• Home
  • Why We’re Here
  • Who We Are
  • What We Offer
  • How It Works
  • Center for Retirement Investing
  • Blog
  • Schedule Advisor Call

  • Join Our Newsletter

  • For Individuals
  • For Business
Rebalance - For Individuals Rebalance - For Individuals
Schedule a Call with an Advisor

Main menu

Skip to primary content
Skip to secondary content
  • Home
  • Why We’re Here
  • Who We Are
  • What We Offer
  • How It Works

Frequently Asked Questions

What is the minimum size portfolio I need to get started?

The minimum size portfolio that you need to get started is $500,000.

Return to FAQs »

One call can help you live well & retire with more. Start a conversation with an investment advisor. Let's Talk

  • Center For Retirement Investing
  • Rebalance
    Firm Video
  • Meet Our
    Investment Team
  • Our
    Blog
  • Schedule a Call
    with an Advisor
  • Who We Are
    • Investment Committee
    • Team
    • Strategic Partners
    • view360 Login
    • Rebalance Firm Brochure
  • What We Offer
    • Low Fees
    • Investment Expertise
    • Global Diversification
    • Expert Retirement Advice and Service
    • 401(k) Partnership
    • DDS Partnership
    • COVID-19 & Investing Resource Center
  • How it Works
    • Advice
    • Transform
    • Grow
    • Relax
    • Find Out How Much Your Retirement Costs
  • Education Center
    • Curated Corner
    • Our Blog
    • Podcasts
    • Video and Radio
    • Events
    In The News
    • In Print
    • Books and Journals
    • Press Releases
  • Our Methodology
    • Modern Portfolio Theory
    • Portfolio Recommendations
    • Index Funds
    • ETFs
    • Rebalancing
  • view360 Login
  • Schedule a Call
    with an Advisor
    • FAQ
    • Contact Us
    • For The Media
    • Legal
    • Rebalance on LinkedIn
    • Rebalance on Facebook
    • Rebalance on Twitter
    • Rebalance on YouTube
×
Mail Background

Investment insight at your fingertips

Sign up for Rebalance’s newsletter and receive evergreen investment advice aimed to educate you through any stock market climate.

We respect your privacy.