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Updated September 28, 2026. Quick answer: $1,000,000 for a Rebalance360 account. Rebalance’s own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Rebalance’s own published fee schedule works out to $7,500 a year.
The minimum, in the firm’s own words
“The account minimum for Rebalance360 accounts is $1,000,000, although this minimum may be waived at Rebalance’s discretion.”
On waivability: “although this minimum may be waived at Rebalance’s discretion”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| a Rebalance360 account | $1,000,000 | $7,500 | Yes, at the firm’s discretion |
| Source: Client Brochure, March 15, 2026 | |||
Rebalance’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $1,875 |
| $500,000 | $3,750 |
| $1,000,000 | $7,500 |
| $2,000,000 | $14,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Rebalance’s own published fee schedule runs $3,750 a year; see the full dollar breakdown from Rebalance’s own fee disclosure across several account sizes. Read our full review of Rebalance before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Rebalance, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Client Brochure (March 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035642
- SEC Investment Adviser Public Disclosure, Rebalance, LLC (CRD #158242): https://adviserinfo.sec.gov/firm/summary/158242
- Rebalance, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/158242/PDF/158242.pdf
Methodology. This page was built September 28, 2026, quoting directly from Rebalance’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.