rebel Financial provides investment advice, comprehensive financial planning, retirement planning, business planning, estate planning, goal-based planning, and financial consulting. rebel Financial's fees are based on a client's net worth, but some older clients are grandfathered into an assets under management fee schedule. rebel Financial also offers tax preparation and bookkeeping services.
Fee Structure
rebel Financial offers several investment advisory services with fees based on your net worth. The monthly fee is calculated as 1/12th of the annual fee. There are different tiers and minimum monthly fees for each service:
- Simple rebel: 0.725% on the first $500,000 of net worth, 0.35% on the next $500,001 - $1,000,000. Minimum monthly fee is $75.
- eRebel: 0.80% on the first $500,000 of net worth, 0.40% on the next $500,001 - $1,000,000, 0.275% on the next $1,000,001 - $2,000,000. Minimum monthly fee is $150.
- Silver rebel: 1.00% on the first $500,000 of net worth, 0.50% on the next $500,001 - $1,000,000, 0.35% on the next $1,000,001 - $2,000,000, 0.275% on the next $2,000,001 - $3,000,000, 0.25% on the next $3,000,001 - $4,000,000, and 0.165% on amounts over $4,000,000. Minimum monthly fee is $208.
- Gold rebel: 1.10% on the first $500,000 of net worth, 0.60% on the next $500,001 - $1,000,000, 0.45% on the next $1,000,001 - $2,000,000, 0.35% on the next $2,000,001 - $3,000,000, 0.30% on the next $3,000,001 - $4,000,000, and 0.225% on amounts over $4,000,000. Minimum monthly fee is $292.
rebel Financial also offers rFreemium+ with fees based on assets under management: 1.000% on the first $0 - $99,999.99, 0.500% on the next $100,000 - $999,999.99, and 0.350% on amounts over $1,000,000. There is an additional 0.250% fee for rFjord noncompliance+.
