This is a review of Rebalance 360, which formerly served its clients under the name Rebalance IRA. What is Rebalance 360? Will it be a good alternative for you or are you better off looking on other service providers?
Name of the Company: Rebalance 360 (Formerly Rebalance IRA)
Official Website URL: https://www.rebalance360.com/
Owners: Mitch Tuchman and Scott Puritz
Overall rating: (3 / 5)
Recommended? : Yes. If you are a wealthy investor it might be a good option.
Important to mention before we go into more details of this review:
We always strongly recommend to do your research online before you choose a company to invest with. There are so many reviews online of clients being ripped of and scammed. So please investigate thoroughly before you make your decision.
With that being said, let´s continue with the review on Rebalance 360!
In this article you will learn more about this company by having the following questions answered:
- What is Rebalance 360?
- How does it work?
- What services and products does it offer?
- Is it a genuine company?
- Which investment opportunities can one take up with Rebalance 360?
- What do people like about this company and what do they not find pleasing about it?
- The pros and cons
- Our #1 recommendation
What is Rebalance 360?
Rebalance 360 is a company that serves its clients through managing their IRAs (Individual Retirement Accounts). The company’s dedicated experts usually evaluate your current 401k contribution investment accounts and provide you with ideas on how you can improve them. If you give Rebalance 360 the opportunity to manage your accounts, they usually get down to creating portfolios that are aimed at maximizing your investments and minimizing the fees you incur in the process of investing.
Unlike many investors who will leave you to figure out your way with your investments after setting up your portfolio, Rebalance 360 usually ensures that it goes with you all the way by giving your guidance when it’s due. The company has software that helps with the management of your investments after the live advisors have created your portfolio. This does not mean that you are left to only follow what the software suggests since the live advisors are usually present during every stage.
How does it work?
If you are interested in working with Rebalance 360 as a new client, there are a number of processes they will follow for you to get the results that you desire. Listed are the processes that this company follows:
- Once you give Rebalance 360 access to information related to your assets and investment accounts, its staff members usually review the manner in which you have done your allocations.
- They then identify all areas that require to be improved.
- And proceed to provide their recommendation of a better portfolio as well as a plan of action.
- They then select the investment platform that is best suited for you and they let you validate it.
- This is followed by the transformation of the assets you have into a Rebalance portfolio.
- Rebalance 360 goes ahead to monitor the portfolio at every step of the way
- And ensure that it is kept optimized at all times.
- They also notify you about all the steps they are taking with regards to your accounts,
- Along with their financial plans that enable you to know what direction they want to take.
Essentially, all you have to do as a client is to relax and watch Rebalance utilize their proven methodology to make your investments grow.
Products and services offered
Rebalance 360 thrives on the basis of the provision of 3 powerful services on the basis of one transformative approach. What this means is that its services are packaged into three unique packages that are then offered to clients, as shown below:
- Invest 360 –For World-Class Investing for Everyday life
Clients who have access to this service plan are guaranteed:
- World-class retirement investing services that are tax-efficient.
- Low investment fees with higher returns
- Balanced global diversification
- Plan 360– which is Your roadmap for the journey of life
Clients who have access to this service are guaranteed:
- A simplified financial roadmap that is tailored to meet their retirement goals
- Help in navigating their financial needs today.
- The clear definition of their future goals.
- Help with making any adjustments to the plans that have already been made.
- Advise 360-to help you simplify your finances
Clients who have access to this service are guaranteed:
- Help with making the complex financial decisions
- Financial advice for life.
- Access to a database of knowledge in the form of articles, videos, and white papers.
Is Rebalance 360 a Scam or is it Legit?
This company is genuine and provides genuine services. The reviews provided on several sites show that this company exists and that it has triggered reactions from its clients over the years. some of the sites that have reviewed Rebalance 360 include Investor Junkie (https://investorjunkie.com/35932/rebalance-ira-review/), Credit Donkey (https://www.creditdonkey.com/rebalance-ira-review.html), Cash Money Life (https://cashmoneylife.com/rebalance-ira-managed-investment-review/), Nerd wallet (https://www.nerdwallet.com/blog/investing/rebalance-ira-review-2/).
Beyond that, this company has several physical addresses listed where clients can pay them a visit at, including:
- Bethesda :
4800 Hampden Lane, Suite 200, Bethesda Maryland 20814
- Palo Alto :
530 Lytton Avenue, Suite 200, Palo Alto California 94301
If you are not in a position to visit either of their offices, you can reach out to them using the following ways:
Media Inquiries: Shannon Suther ( firstname.lastname@example.org)
As a person who is out to ensure that you invest in secure assets that guarantee your future during your retirement years, you can rely on the services provided by Rebalance 360. This company will not only help you evaluate your IRA accounts, but it will also help you create a new portfolio and guide you all the way till you get to your retirement years with all the money that you need.
Pros and Cons
It is always wise (and recommended) to compare the positives against the negatives before you make any decisions. As always in our reviews we provide you with some clear points on both sides of the spectrum to make this task easier for you:
-Clients are usually assigned two dedicated financial experts to help with the restructuring of their IRA investment accounts.
– They usually rebalance your IRA investment accounts automatically.
-The rebalancing of your investments is usually done using the Modern Portfolio Theory that maximizes your returns through asset diversification.
-Rebalance 360 focuses on the long term retirement funds as opposed to focusing on short-term growth.
– Clients have a say in the investment process.
-Clients can rely on Rebalance 360’s hands-off retirement investments management approach.
-Live meetings are usually organized with clients to notify them of the new strategies being taken by the company.
-A minimum investment of $100,000 is required, which is quite high for most people.
-You are limited to Charles Schwab and Fidelity for brokerage accounts.
-The annual management fees are quite high -0.5% of your assets for asset management and 0.25% of your assets for the robo-advisors.
-Most of their precious metals are in the form of coins, which may not be quite appealing to those people who like to deal with a variety of precious metal bars and bullions.
Do You Own or Represent Rebalance 360?
If you are a representative, or associate of Rebalance 360 and have found something not to be correct in this review please, feel free to tell and I will make sure to update the info on this post. The easiest way to do it is in the comment section below or else you got the e-mail on the about page.
Final words and verdict
Overall rating: (3 / 5)
Ok, I think that sums up the overall view of this company pretty good. It is legit for sure, however, if it is the right option for you or not is another story and something you are going to have to figure out yourself. Hopefully, this review has made that easier for you.
What I would recommend?
You made a wise decision to read this review and you are a smart person so I am absolutely sure that you will find the best alternative that suits your needs the best.
I have listed all the top rated companies in this industry on this website, and in the end, it comes down to your personal preferences. However, the absolute best one I can recommend is (without a doubt) Regal Assets as they have gotten the highest rating not only from us but also from its clients.
I hope you found this short review of Rebalance 360 to be helpful and that you now have a better understanding of what it is and if it is for you. Please, if you have used any of their services then share your experience in the comment section below as it can help others! Also, if you got any questions about this review I will be more than happy to answer them below!
I wish you success!
founder of: Goldretired.com