Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / firstname.lastname@example.org
Being a small business is our greatest strength. It gives us the opportunity to change as you change and evolve as the industry does. We can implement solutions quickly, making your life simpler and your costs lower. For our clients’ protection and peace of mind, rebel Financial never holds any of our clients’ funds directly; we use custodians such as TD Ameritrade, Fidelity, TIAA CREF, etc. We work smarter and harder to leverage resources across the entire industry to provide you with more for less.
We are a small business in an industry dominated by huge financial companies. While this may seem to be a negative attribute, it’s actually our greatest strength.
Two of the biggest fears that I’ve heard my clients raise is what happens if you go under and am I at greater risk of fraud because there is no large corporate entity?
The answer to the first question is a concept that few people understand. rebel Financial does not hold any of our clients’ money directly. It’s held by custodians like TD Ameritrade, Fidelity, TIAA-CREF, Schwab, etc. This money is held in trust and not liable to the claims of our creditors or other entities. In this respect, no matter what happens to our firm, your money is safe with the custodian.
Secondly, in our affiliations with our custodians, they are a member of SIPC, Security Investors Protection Corporation, which is an organization that protects investors’ accounts of FINRA member firms, up to $500,000 per account from fraud or when cash or securities are missing when a firm fails. You can learn more about SIPC at SIPC.org. Also, through these same affiliations, they have additional insurance such as our primary custodian, TD Ameritrade, which has 250 million in additional coverage through Lloyd’s of London. We take the security of your assets and trusts seriously to protect against the potential risks associated with working with a small firm.
The agility and efficiency we gain by being small are immense. We are able to review, evaluate, and implement business processes, workflows, and technological upgrades much faster than any large bureaucracy can. This means that we can change as you change, as the industry evolves, and implement solutions that are going to make your life simpler and pass cost savings onto you more quickly.
As you will see by investigating many of our services and solutions, we are able to provide more customer service and the greater advance of technological utility for almost 25% less than the industry average.
We work smarter and harder to provide you with more for less while keeping your assets secure. That’s what we do, and we do it well.