Legal & Form CRS
Legal
Form ADV 2A and Privacy Policy. We file an updated version of this document with the SEC each year. It describes our services, fees, and all practices which relate to our role as your fiduciary. The SEC requires that it be written in “plain English” so it is easily understandable by the average investor.
Investment Advisory Agreement. This is the agreement that we sign with our clients who wish to have us manage their investments.
Download Investment Advisory Agreement PDF
Form CRS
Client Relationship Summary. This document summarizes the types of services and fees Rebalance offers.
Download Client Relationship Summary PDF
