Being a small company gives us the ability to work for our clients in ways that most firms cannot. We make our own procedures, which reduce bureaucracy, increase efficiency, and reduce conflicts of interests. All of these aspects help us to increase the level and quality of service that we provide to our clients while helping us to pass on cost savings. We can do more for less for our clients because we can work smarter and do work harder.
Autonomy to Work for our Clients:
The Financial Industry is one of the most regulated industries in the world. In addition to this, the rule that prevails is that financial advisors must adhere to state/federal regulations or the procedures of their firms, whichever are more stringent. Unfortunately, most firms’ procedures are significantly more stringent than what is required. They do this to limit liability since they have so many employees and advisors that they have to over-see. While this seems like it would provide more protection for consumers, this can actually prevent good advisors from effectively serving their clients. When we created rebel Financial, we were able to cut our bureaucracy and procedures down to the bare minimum requirements so that we have the ability to offer you the highest quality service and advice available, without the inefficiencies and complexities that hinder most financial firms.
Ability to Own our Own Business:
We are transparent in the way we run our business and in disclosing the motivations behind it:
We want to maximize our revenue through the published fees we charge:
We charge a below average asset management fee and we want our assets under our management to grow over-time.
We want keep those revenues for as long as possible:
We want to do a good job for our clients so that they remain clients and keep their accounts under our management for as long as possible.
There are no hidden Wall Street agendas, corporate mergers/acquisitions, shady third party compensation agreements, or pressures to infinitely raise stock prices
We are happy with the salaries that we earn from our fee structure and, over-time, as client account balances increase we will effectively increase our salaries to keep pace with inflation without having to increase fee percentages.
Yes, we want to make a profit, but we do it in a way that is transparent, fair, and good for our clients.
See what makes rF different:
Take Our rebelRiskAssessment:
Download our 2018 Brochure:
See how we can help you look forward:
Imagine if you could look back 20yrs from now and give yourself advice. What would you say to yourself? What advice would you give? We have the tools to help you project the effects of your financial decisions so that you can make better decisions.
Learn more about how to choose your Financial Advisor
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to individual and institutional clients.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).