Our Promise

IRAs with Low Fees & Higher Returns

Rebalance IRA manages your retirement investments with some of the lowest fees in the industry. We can save you on average 68% in annual fees. And when it comes to saving for retirement, even small reductions in fees can make a big difference in the size of your retirement nest egg.

Find out Why 


Our People

The industry’s brightest minds

Rebalance IRA puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Advisory Board and their world-renowned financial expertise informs every Rebalance IRA portfolio.

Meet our Experts


Our Process

Balanced, Global Diversification

Every Rebalance IRA retirement account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.

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In the News

Expert Retirement Advice and Service

At Your Service

The power of two...
dedicated to you.

Rebalance IRA pairs each and every one of our clients with a seasoned retirement investment advisor and a highly qualified retirement service representative. They're your own personal retirement team, monitoring your money and your situation, ensuring that you are always on track to achieve your retirement goals. It's a five-star approach used by elite wealth management firms for their institutional and high-wealth clients, and for good reason. It works—providing highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally.

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