Our Subscription-Based Services

Our on-going client-based services for consistent management and continuous service

Simple

rebel Client
$ 50 Monthly
  • Manage Investments Directly
  • Access to rFPW
  • Get your "foot-in-the-door" plan
  • Assignment and access to a Financial Coach
  • Seamlessly upgrade to our other service levels

eRebel

rebel Client
$ 100 Monthly
  • Manage Investments Directly
  • Tax managed/sensitive portfolios
  • Expanded access to rFPW
  • More active, on-going financial advice
  • 1-2 Web/Video Review Meetings per year
  • Online document storage
  • Discounted access to planning services
  • Assignment of a Support Financial Advisor
  • Ability to upgrade and downgrade service level

Silver

rebel Client
$ 150 Monthly
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Complete access to rFPW
  • 24/7 Access to financial advice
  • 1-4 OnDemand Meetings Yearly
  • Assignment of an Associate Financial Advisor
  • Online document storage
  • Management of "held away" assets
  • Student Loan Optimization included
  • Access to "light" financial planning
  • Greater credit towards tax and estate planning services
  • Completely fluidity upgrading to Gold
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Gold

rebel Client
$ 250 Monthly
  • Manage Investments Directly
  • Tax Loss/Gain Harvesting
  • Maximum rFPW with comprehensive planning
  • 24/7 Access to financial advice
  • Unlimited OnDemand Meetings Yearly
  • Assignment of a Lead Financial Advisor
  • Access to Senior Financial Advisors, as needed.
  • Online document storage
  • Management of "held away" assets
  • Student Loan Optimization included
  • College Selection and Funding Plan included
  • Comprehensive Financial Planning
  • On-going financial plan updates & implementation assistance
  • Maximum credit towards tax preparation and estate planning services
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