Our eRebel clients are on-going clients of our firm. Our eRebel service model is a another unique service level that most firms do not offer because they fail to differentiate between the different levels of client needs and the service they desire. In recognition that many of our clients want help in managing their investments and planning goals but are very “low maintenance” we created this category of client service to provide an excellent but more spartan service that combines the most practical and important services to help clients manage and grow their wealth.
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 $100/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):
If you have $25,000 in AUM with us through TD Ameritrade, then you would pay $100/mo. via PayPal from any credit card, checking, or savings account of you preference, plus 0.7% of $25,000 out of your accounts.
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