Welcome To rebel Financial Silver
What is Silver rebel?
Our Silver rebel clients are on-going clients of our firm that receive the highest level of investment management and financial advice (short of formal financial planning and 3rd party resources). Our Silver rebel model is a unique service level that most companies do not offer because they fail to differentiate between client’s that want someone to help them with their investment management and general investment questions versus clients that want full-service financial planning. Ironically, most firms charge for the full-service model but actually give the vast majority of their clients a Silver service level and many more will only sell you a product, never to be heard from again…
In recognition that many of our clients only need asset management and basic guidance, but still want the best service and support, we have created this plan to discount you for saving us the time and expense of creating a comprehensive financial plan while offering more service and choice than our eRebel service level.
rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations. √ All CPF Advisors. √ We are "Fee-Only". √ Always a Fiduciary to clients.
What makes us different?
Professional excellence
Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.
Cutting edge technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.
Discretionary investment management
We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.
Freedom: Hire us on your own terms
Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.
Transparent Pricing
We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs so they can accurately judge the value of our services.
Proudly Representing
Check out our reviews
Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.
What is included as a Silver rebel Client?
Manage Investments Directly
We watch your investments closely and manage with discretion per your investment objectives. You must use one of our preferred custodians.
This also includes employer accounts through TIAA CREF & Fidelity, if eligible at your employer.
Tax Loss/Gain Harvesting
In coordination with your tax professional, we will try to maximize realizing gains and losses in your portfolio at advantageous times.
24/7 Access to Financial Advice:
We will always take questions from you to help you streamline your financial situation.
Management of held-away assets
We’ll even handle those accounts not directly held with our custodians, so you don’t have to be 2 places at once!*
2 On-Demand Meetings
We take the additional care and liability to review your progress and performance and make sure your money is working for you. You'll review your progress with these 2 on-demand meetings with our advisors.**
Fee-Waiver for Business Services
For our business clients, get up to two quarters of advisory AUM fee-waiver to reimburse any business services elected.
Ability to upgrade to our Gold rebel
As you grow, we will grow with you! You may upgrade at any time without loss of continuity or any data.***
How much does it cost?
The cost is $150/mo. plus our asset management fee schedules below. This subscription fee is currently waived if you have more than $250,000 in Assets Under Management (AUM):
Example
· $150/mo. via PayPal from any credit card, checking, or savings account of your preference
· Plus 0.7% of $100,000 out of your accounts, which comes to $175 deducted quarterly.***
· 0.7% of $750,000 out of your accounts, which comes to $1,500 deducted quarterly.***
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