InvestmentZen

Rebalance IRA Review

By: Han Chang
Last Updated: April 02, 2020
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Rebalance IRA
Average Rating: 2 reviews

Summary

Rebalance IRA is good for managing your retirement portfolios. The focus of this robo-advisor is to teach consumers on how to invest the right way.

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Quick Facts

Minimum Deposit
$75,000
Assets Under Management
$245 Million
Year Founded
2011
Number of Users
300

Fee Structure

Account ValueAnnual Fee
$100,000+0.7%

Features

Single Stock Diversification
Direct Indexing
Tax Loss Harvesting
Fractional Shares
Human Advisors

Supported Account Types

Taxable Accounts
401k Plans
IRA Accounts
Roth IRA Accounts
SEP IRA Accounts
Trust Accounts
529 Plan Accounts

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Expert Walkthrough

Coming Soon!

About the Author
Avatar

Han Chang, M.Sc. is cofounder of InvestmentZen. An alumni of Boston University with a Masters degree in Computer Science, Han has extensive work experience on Wall Street developing black box trading algorithms for high frequency trading firms. He also has worked in Silicon Valley as a web developer for companies like OKCupid and General Assembly. He is passionate about the role of technology in crowdfunded investments. Han is also an early cryptocurrency adopter, having bought his first Bitcoin in 2013. His advocacy for a more open decentralized financial system has been featured on TheHill.


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For younger people with less complicated portfolios, an automated portfolio manager might be a perfectly good solution to optimizing your retirement earnings. As retirement approaches, however, getting more personalized advice to fit your unique needs could save you time and effort. Rebalance IRA’s focus on teaching consumers how to invest more wisely can be a boon for those looking for more personal advice that doesn’t break the bank.


Open a Rebalance IRA Account