Our Subscription Based Services

Our on-going client based services for consistent
management and continuous service.
Check Out How Each Tier of Service Works With This Video

Simple rebel Client

$50/mo*
$50/mo*
  • On-going subscription only
  • DIY with advisor "tune-ups"
  • Robust planning toolsRobust planning tools
  • Assignment of support financial advisor

eRebel Client

$75/mo*
$75/mo*
  • Manage Investments Directly
  • Tax managed/sensitive portfolios
  • Online access to eRebel portal
  • Access to on-going financial advice
  • 1-2 Web/Video conferences per year
  • Assignment of an associate financial advisor.
  • Online document storage
  • All-in-one College planning service

Silver rebel Client

$100/mo*
$100/mo*
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Online access to rFPW
  • 24/7 Access to financial advice
  • 2 OnDemand Meetings Yearly
  • Assignment of a lead financial advisor.
  • Online document storage
  • Management of "held away" assets
  • Completely fluidity upgrading to Gold
  • All-in-one College planning service

Gold rebel Client

$150/mo*
$150/mo*
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Online access to rFPW
  • 24/7 Access to Financial Advice
  • Unlimited OnDemand Meetings
  • Assignment of a senior financial advisor.
  • Online document storage
  • Management of "held away" assets
  • Comprehensive Financial Planning
  • Coordinate with your CPA
  • Coordinate with your Estate Attorney
  • All-in-one College planning service

Our Fee Schedules

* Preferred Custodians for NQ and IRA Accounts include Schwab, TD Ameritrade, Lincoln, Jefferson National, and TIAA CREF.**Plus, fee schedule below. The monthly fee is waived once you have more than $250,000 under our management.*
** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial**
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