Rebellion Research Advisors offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Rebellion Research uses a systematic, machine learning-based approach incorporating fundamental, technical, macro, and momentum factors. They generally limit their investment advice to stocks and ETFs. Rebellion Research also manages a hedge fund.
Assets Under Management$17M
Clients75
Advisors2
Avg. per Client$220K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Rebellion Research Advisors charges between 1.5% and 2.0% of your portfolio annually for investment management. The exact fee is negotiable depending on your needs and the complexity of your situation. Fees are paid daily in advance. There is also a hedge fund option with a 1.5% management fee and a 20% performance fee.
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