Smarika Adhikari is a registered investment advisor at Rebel Financial, LLC, based in Groveport, OH. Smarika 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
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
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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