Sign Up
Rating
6.5
Commission & Fees
6
Customer Service
8
Ease of Use
6
Tools & Resources
6
Investment Options
6
Asset Allocation
7
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • High Net Worth Individual (HNWI)
  • Human advice
  • Hands-off investors
Short description:

Rebalance IRA is an automated solution for creating investment portfolios. The system allows you to make strategic decisions without emotion and excitement. This contributes to the profitable distribution of assets for the long term. The service requires a starting investment of $ 100,000. This limits the range of potential investors.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $100000
Management fee 0.5%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE $250 Setup Fee; 0.50%/year
ASSETS UNDER MANAGEMENT > $587 Mln
NUMBER OF USERS > 1000
AVERAGE ACCOUNT SIZE $482415
YEAR FOUNDED 2011
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 8:30A-8:30P ET; Email
CLEARING AGENCY
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

REVIEWS

Would you recommend Wealthfront to your friends?

Yes, I recommend
Maybe
No, I don't recommend
BEFORE WE PUBLISH YOUR VOTE:

Please explain your vote by sharing your experience.

Writing a review increases the credibility of your vote and helps your fellow users make
a better-informed decision.