Rebel Financial, LLC
Assets Under Management
$314.0M
Number of Clients
429
Number of Advisors
6
Average Client AUM
$732K
AUM per Advisor
$52.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
rebel Financial LLC is a registered investment advisor specializing in customized portfolio management for individual investors, high net worth individuals, pension/profit sharing plans, and corporations. They offer fee-based advice, investment management, and insurance solutions through a comprehensive financial planning process.
Fee Structure
Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
