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 investors, pension/profit sharing plans, and corporations. They offer fee-based advice, investment management, and insurance solutions through a comprehensive financial planning process.
Fee Structure
rebel Financial LLC's fees are based on either a client's net worth or assets under management (AUM), depending on when they became a client. New clients pay fees based on their net worth, while existing clients may be "grandfathered" into their old AUM fee schedule. The firm offers various service levels (Simple rebel, eRebel, Silver rebel, Gold rebel) with different fee structures. They also offer retirement plan investment management services with tiered fees. There are minimum monthly fees for some services, ranging from $75 to $292. Additional fees may apply for Pontera services (0.25%). Fees are charged monthly in advance. The firm also offers tax preparation, bookkeeping, and payroll services for additional fees.
Areas of Practice
Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
