Barry Jamieson is a CFP-designated registered investment advisor at Rebel Financial, LLC, based in Groveport, OH, with 9 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 2 more. Their firm serves 429 clients with $310M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
rebel Financial offers several investment advisory services with fees based on your net worth. The monthly fee is calculated as 1/12th of the annual fee. There are different tiers and minimum monthly fees for each service:
- Simple rebel: 0.725% on the first $500,000 of net worth, 0.35% on the next $500,001 - $1,000,000. Minimum monthly fee is $75.
- eRebel: 0.80% on the first $500,000 of net worth, 0.40% on the next $500,001 - $1,000,000, 0.275% on the next $1,000,001 - $2,000,000. Minimum monthly fee is $150.
- Silver rebel: 1.00% on the first $500,000 of net worth, 0.50% on the next $500,001 - $1,000,000, 0.35% on the next $1,000,001 - $2,000,000, 0.275% on the next $2,000,001 - $3,000,000, 0.25% on the next $3,000,001 - $4,000,000, and 0.165% on amounts over $4,000,000. Minimum monthly fee is $208.
- Gold rebel: 1.10% on the first $500,000 of net worth, 0.60% on the next $500,001 - $1,000,000, 0.45% on the next $1,000,001 - $2,000,000, 0.35% on the next $2,000,001 - $3,000,000, 0.30% on the next $3,000,001 - $4,000,000, and 0.225% on amounts over $4,000,000. Minimum monthly fee is $292.
rebel Financial also offers rFreemium+ with fees based on assets under management: 1.000% on the first $0 - $99,999.99, 0.500% on the next $100,000 - $999,999.99, and 0.350% on amounts over $1,000,000. There is an additional 0.250% fee for rFjord noncompliance+.
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.
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Current Registrations
Rebel Financial, LLC
Previous Registrations
Cmp Financial Planning
State Registrations1 state
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