Barry Jamieson is a CFP-designated registered investment advisor at Rebel Financial, LLC, based in Groveport, OH, with 10 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 443 clients with $370M 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 $100K | 1.00% |
| $100K - $1000K | 0.50% |
| $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
Contact
Barry Jamieson
Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
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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 →Employment History
Current Registrations
Rebel Financial, LLC
Previous Registrations
Cmp Financial Planning
State Registrations1 state
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
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