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Paladin Research Report for: Rebalance IRA

Rebalance

Paladin Transparency Index (PTI)

5.0

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Online Financial Advisor (OFA)
  • URL: www.rebalance-ira.com
  • Year Established: 2011
  • Headquarters Location: Palo Alto, CA
  • Most Recent Update: 8/25/15

Types of Financial Services

  • Investment advice and services

Registration & Licensing

  • SEC: 801-727723
  • CRD: 158242
  • IARD: 158242
  • Disclosures (SEC.gov): No disclosures

Contact Information

  • Email: info@rebalance-ira.com
  • Telephone: 650-396-3900
  • Human Contact: Yes
  • Type of Contact: Email, phone

Minimums

  • Minimum Asset Requirement: $75,000
  • Minimum Fee: $500/year
  • Free Offer(s): Free initial consultation

Combined Fees

  • Service Initiation Fees: $250
  • Annual Fee: .70% (Includes Advisory and ETF fees)
  • Annual Third Party Fee(s): Possibly
  • Examples of Third Parties: Can be: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 300 (Source: ADV; as of 8/25/15)
  • Assets (Paid): $245,000,000 (Source: ADV; as of 8/25/15)
  • Assets (Free): None

Investment Services

  • Number of Portfolios: 6 portfolios with 4-10 ETF's
  • Types of Investments: Primarily ETF's, possibly mutual funds, bonds, equities
  • Investment Managers: iShares, Vanguard, State Street Bank

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: DND
  • Rebalancing: Yes, on average twice a year
  • Account Liquidity: 3-5 days
  • Investor Discretion: No

Additional Information

  • Clearing & Custody: Must use Schwab or Fidelity
  • Mobile Application: No

Paladin Transparency Rating (PTI)

  • 5.0

Interview

  • None

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