Rebalance was formed in 2011 and is owned through entities controlled by Scott Puritz and Mitchell Tuchman. Through its Rebalance360 program, the firm manages portfolios on a low-cost, largely automated basis, limiting its investments to a small set of exchange-traded funds allocated across roughly seven model portfolios; clients generally cannot impose restrictions on the securities held. Its investment committee includes well-known index-investing figures Burton Malkiel and Charles Ellis. The firm's managing directors separately offer personalized wealth management to a select group of clients, which may use a broader range of securities and a negotiated fee.
Overview
- Headquarters
- Palo Alto, CA
- Total Firm Assets
- $1.9 billion
- Average High-Net-Worth Client Portfolio Size
- $7.0 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 236
Fee Disclosure
Source: ADV FORM 2A (2025-03-26)
· View brochure text
Latest filing: ADV FORM 2A (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.75% |
| $1,000,001 | $2,000,000 | 0.65% |
| $2,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $7,500,000 | 0.50% |
| $7,500,001 | $15,000,000 | 0.25% |
| $15,000,001 | and above | 0.12% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $29,000 | 0.58% |
| $10 million | $47,750 | 0.48% |
| $50 million | $102,250 | 0.20% |
| $100 million | $162,250 | 0.16% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 71.54%
- Number of High-Net-Worth Clients
- 197
- Total Client Accounts
- 1,727
- Discretionary Accounts
- 1,727
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 158242
- ADV FORM 2A (2026-03-31) · View brochure text
- ADV FORM 2A (2025-03-26) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗