Description
Rebalance Reviews – Round Up:
Quick Stats:
About Rebalance
Rebalance (formerly Rebalance IRA) provide financial management and advice services, part through a rob-advisor AI and part through finance professionals.
Due to the automated element, Rebalance is able to offer overall management services at lower fees that human-only management, but still higher than services such as Bloom. Their three pillars Invest360, Plan360 and Advise360 cover the whole spectrum of an investor’s needs, hence the 360. One thing to note, they have a minimum investment portfolio size of $100k so this rules out the smaller investors – however if you’re in their key middle-market demographic their services provide excellent value.
From the Rebalance website:
What do you get when you combine world-class investing, financial planning, and decision-making together with low fees and best-in-class advisors? You get Rebalance360 — the high-value, low-cost solution to your complete financial life.
Invest360 offers the same low-fee, tax-efficient, globally diversified portfolios used by the investing elite, but designed for everyday life. Our Plan360 service provides a simple, powerful financial roadmap, tailored to your specific goals, showing how much money you can spend on your journey and how much you’ll have left when you arrive. Our Advise360 services draw from our deep bench of great industry minds to help make sense of even the most complex of financial decisions.
Saul –
Rebalance 360 were great for me and my partner helping get better choices of investments for my changing needs as I approach retirement. Adviser was very knowledgeable and had previously worked at a big firm before relocating. She made the whole process very easy and went out of her way to make sure we were OK with everything proposed.
MP –
Good and the advisers are very helpful but there are better value services out there especially if you’re fine with a robo advisor