Our Silver rebel clients are on-going clients of our firm that receive the highest level of investment management and financial advice without formal financial planning/modeling. To be succinct, this is what most financial advisors provide to their clients.
MODEL 4- Gold
Our Gold rebel service model is our highest level of service and probably the best value option because it includes so many services. It includes everything that is offered in all of our lower service levels plus full financial planning/modeling and tax/estate document preparation for qualifying households.
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM. Universities without fee billing pay via monthly deduction from paypal with a 10% discount.