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.
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.
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):
rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605