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Rebalance IRA

Summary: RebalanceIRA is a roboadvisor that is geared specifically towards helping clients manage retirement savings. The company uses a passive investing approach and guides clients to an optimal asset allocation based upon thier risk tolerances and retirement objectives. The firm focuses on low fees while still pairing each client with a retirement investment advisor and a retirement service representative.  

Offering: RebalanceIRA offers web-based planning and management of your retirement accounts. The company will review your current assets and come up with an efficient asset allocation based on Modern Portfolio Theory. The company will then take your assets and transfer them to a Rebalance IRA portfolio where they can implement, monitor, and update you on the status of your investment strategy. 

Fee: 0.7% of average annual assets. This encompasses a 0.5% management fee as well as a 0.2% ETF fund fee. 

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The List

There are many roboadvisors to choose from; each with distinct characteristics and a wide variety of services offered. We break down the similarities and differences between these firms here at The List.