Rebellion Capital Advisors, LLC
Assets Under Management
$12.6M
Number of Clients
Not reported
Number of Advisors
3
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
$4.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Rebellion Capital Advisors offers investment advice and sub-advisory services to investment advisor firms and their clients. They also provide separate account management for individuals and institutions. Rebellion Capital analyzes client financial situations, investment objectives, and risk tolerance to create suitable portfolios. They may use third-party services for tax and estate planning assistance. The firm offers several model portfolio strategies.
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
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Location
223 West Jackson Blvd, Suite 350, Chicago, IL, 60606