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William Phillip Ratcliff
WR
William Phillip Ratcliff
WR

William Ratcliff

Rebel Financial, LLC
22 Years of Experience
Groveport, OH
Sells Insurance
View SEC Summary
View SEC Summary

William Ratcliff is a registered investment advisor at Rebel Financial, LLC, based in Groveport, OH, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 443 clients with $370M in assets under management.

Rebel Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
443 clients
Average Client Portfolio
$836K average
Assets Under Management
$370.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $1000K0.50%
$1M+0.35%

Schedule reflects the rFreemium+ AUM-based fee schedule. New clients generally pay net-worth-based fees, while older clients are grandfathered into traditional asset management fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William has various outside insurance brokerage contracts. This activity is investment-related.

Employment History
Current Registrations
Rebel Financial, LLC
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
May 2006 - September 2013 · 7 yrs 4 mos
Ameriprise Financial Services, INC.
December 2003 - September 2005 · 1 yr 9 mos
State Registrations5 states
CANCOHTXWV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its"Firm Brochure (Form ADV, Part 2A)."

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