Rebalance LLC is a large advisory firm based in Palo Alto. It manages $677.3 million of regulatory assets for 1,393 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 30 other states.
Rebalance provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rebalance LLC is $677.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rebalance LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Rebalance is high net worth individuals with 146 clients and $475.74 million of assets under management. Among the 10 most similar advisory firms, Rebalance has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $677.3 million for 671 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rebalance doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rebalance LLC performs its advisory services is located at 420 Florence St, Palo Alto, CA 94301 The mailing address of the firm is 530 Lytton Avenue, Palo Alto, CA 94301. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-396-3900 or by fax 650-618-2780. The normal business hours are 9:00 am - 5:00 pm on Other. You can find more information about the New York firm at rebalance-ira.com.