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Robo rebel Client

$0/mo+
$0/mo+
  • Manage Investments DirectlyWe watch your investments closely and manage with discretion per your investment objectives. Must use TD Ameritrade as custodian.
  • Online Robo rebel portalWhere you can track performance, add outside accounts, and maintain a complete overview of your financial progress.
  • Ability to video conference with a human advisorEven though this is our automated investment service level, we realize that sometimes you just need to talk with an advisor to make sure that your investment strategy is on track and that we are working for you as a person and not just an account number.

Simple rebel Client

$40/mo
$40/mo
  • On-going subscription onlyNo requirement to hold any accounts with us.
  • DIY with advisor "tune-ups"We know you want to be in control but we also know that you want help. This plan let's you be in control with an advisor here to help you tweak your plan with a little "accountability" to help motivate you forward.
  • Robust planning toolsWhich enable you to build your own plans, test different scenarios and pick the options that make the most sense for you.
  • Assignment of support financial advisor

eRebel Client

$50/mo*
$50/mo*
  • Manage Investments DirectlyWe watch your investments closely and manage with discretion per your investment objectives. Must use TD Ameritrade as custodian.
  • Tax managed/sensitive portfoliosDepending on your situation and account type, we can tailor your investment strategy to reduce the taxable ramifications of your strategy and use local municipal bonds to make your portfolio(s) more efficient.
  • Online access to eRebel portalWhere you can track performance, add outside accounts, utilize our planning tools and maintain a complete overview of your financial progress.
  • Access to on-going financial adviceWe will always take questions from you to help you streamline your financial situation.
  • 1-2 Web/Video conferences per yearMeetings in which we review your performance, planning and goals to make sure you are on track and we are serving you effectively.
  • Assignment of an associate financial advisor.Our associate advisors have at least 3yrs experience and are assisted by a senior financial planner, as needed.
  • Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advsor.

Silver rebel Client

$75/mo**
$75/mo**
  • Manage Investments DirectlyWe watch your investments closely and manage with discretion per your investment objectives. May use any one of our primary custodians.
  • Tax Loss/Gain HarvestingIn coordination with your tax professional we will try to maximize realizing gains and losses in your portfolio at advantageous times.
  • Online access to rFPWRead more about it under the technology tab above.
  • 24/7 Access to financial adviceWe will always take questions from you to help you streamline your financial situation.
  • 2 OnDemand Meetings YearlyTo review your progress and performance.
  • Assignment of a lead financial advisor.Our lead financial advisors have at least 7yrs experience and are assisted by a senior financial planner, as needed.
  • Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advsor.
  • Management of "held away" assetsYou must use LastPass, comply with our policy of non-custody, and hold all other available assets with us that are reasonably possible.
  • Completely fluidity upgrading to GoldSave on fees when your not ready to do a full plan and then upgrade easily when you are.

Gold rebel Client

$125/mo**
$125/mo**
  • Manage Investments DirectlyWe watch your investments closely and manage with discretion per your investment objectives. May use any custodian.
  • Tax Loss/Gain HarvestingIn coordination with your tax professional we will try to maximize realizing gains and losses in your portfolio at advantageous times.
  • Online access to rFPWRead more about it under the technology tab above.
  • 24/7 Access to Financial AdviceWe will always take questions from you to help you streamline your financial situation.
  • Unlimited OnDemand MeetingsTo review your progress and performance.
  • Assignment of a senior financial advisor.Our senior financial advisors have at least 10yrs experience and have the support of our entire planning staff as needed to complete your plan.
  • Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advsor.
  • Management of "held away" assetsYou must use LastPass, comply with our policy of non-custody, and hold all other available assets with us that are reasonably possible.
  • Comprehensive Financial PlanningIncludes: Education, Retirement Executive, Business, & Estate Planning.
  • Coordinate with your CPAAt your request, we will coordinate with your tax professional to align your investment and tax strategies and streamline your tax preparations.
  • Coordinate with your Estate AttorneyTo draft and update your estate plan.

+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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