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Robo rebel Client

$0/mo+
$0/mo+
  •  
  • Manage Investments Directly
  • Online Robo rebel portal
  • Ability to video conference with a human advisor

Simple rebel Client

$40/mo
$40/mo
  •  
  • On-going subscription only
  • DIY with advisor "tune-ups"
  • Robust planning toolsRobust planning tools
  • Assignment of support financial advisor

eRebel Client

$50/mo*
$50/mo*
  •  
  • Manage Investments Directly
  • Tax managed/sensitive portfolios
  • Online access to eRebel portal
  • Access to on-going financial advice
  • 1-2 Web/Video conferences per year
  • Assignment of an associate financial advisor.
  • Online document storage

Silver rebel Client

$75/mo**
$75/mo**
  •  
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Online access to rFPW
  • 24/7 Access to financial advice
  • 2 OnDemand Meetings Yearly
  • Assignment of a lead financial advisor.
  • Online document storage
  • Management of "held away" assets
  • Completely fluidity upgrading to Gold

Gold rebel Client

$125/mo**
$125/mo**
  •  
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Online access to rFPW
  • 24/7 Access to Financial Advice
  • Unlimited OnDemand Meetings
  • Assignment of a senior financial advisor.
  • Online document storage
  • Management of "held away" assets
  • Comprehensive Financial Planning
  • Coordinate with your CPA
  • Coordinate with your Estate Attorney

+There is currently no monthly subscription, only the fee schedule below.
*Plus, fee schedule below. The monthly fee is waived once you have more than $100,000 under our management.
**Plus, fee schedule below. The monthly fee is waived once you have more than $250,000 under our management.

No sure which plan to choose or want to interview us before deciding?

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rF Fee Schedules:

* Preferred Custodians for NQ and IRA Accounts include TD Ameritrade, Jefferson National, and TIAA CREF.
** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.

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