rebel Financial LLC is a full-service financial advisory firm specializing in customized portfolio management, retirement planning, business planning, estate planning, and tax preparation. The firm offers ongoing advice across several tiered service levels—such as Simple rebel, eRebel, Silver rebel, and Gold rebel—as well as specialized 401(k) and pension management services. While older clients maintain traditional asset-based fee schedules, new clients pay management fees based on their net worth rather than the value of their investments alone. rebel Financial emphasizes a comprehensive planning process tailored to each client's specific goals, risk tolerance, and financial situation.
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.
