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Compensation, Fee Schedules, & Disclosures

rebel Financial (rF) strives to provide transparency in all we do and want to provide all clients and potential clients with any pertinent information about us and our firm.  Please read about and investigate our pricing models, fee schedules, Forms ADV, privacy policies, general disclosures, etc. Please feel free to contact us if you have any additional questions.

Phil Ratcliff for rebel Financial

Phil Ratcliff

Jonathan Bailey for rebel Financial

Jonathan Bailey

Christina

Christina Povenmire

Barry

Barry Jamieson

Franco Lozzo

IMPORTANT DISCLOSURE INFORMATION
rebel Financial is an SEC registered investment adviser located in Columbus, Ohio.  rebel may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. rebels’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of rebel’s web site on the Internet should not be construed by any consumer and/or prospective client as rebel’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by rebel with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of rebel’s current written disclosure Brochure discussing rebel’s business operations, services, and fees is available above. rebel does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to rebel web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by rebel), will be profitable or equal any historical performance level(s).

Certain portions of rebel’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, rebel (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from rebel, or from any other investment professional.  rebel is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to rebel’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from rebel, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to rebel Financial’s web site, to release and hold harmless rebel, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from rebel Financial.