Christie Whitney is a CFP-designated registered investment advisor at Rebalance LLC, based in Palo Alto, CA, with 13 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 652 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15M+ | 0.12% |
Fees may be negotiable.
Fee Estimator
Location
635 Bryant Street, #6, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christie assists with bookkeeping for her husband's consulting business. She also receives a portion of the management fee for new clients, exiting client referrals, or additional funds brought into the firm.
Employment History
Current Registrations
Rebalance LLC
Previous Registrations
Integrated Wealth Counsel, LLC
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
Wells Fargo Investments, LLC
State Registrations1 state
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