Compensation, Fee Schedules, & Disclosures

Money in Bank

We are completely transparent and want to provide all clients and potential clients with any pertinent information about us and our firm.  Please read below and contact us if you have any additional questions.

Our Fee Schedules

Preferred Custodians

University Retirement

Other Custodians

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

TDAI Disclosures & Fees