Compensation, Fee Schedules, & Disclosures

Compensation, Fee Schedules, & Disclosures:

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:

How you compensate us:

Please reference our complete pricing schedules below:

1. On-going client models.
2. Flat fee models.
3. Business service models.

rF Fee Schedules:

• Preferred Custodians for Robo rebel, eRebel, Silver, and Gold Clients*
• University 403b, 457b, and/or ARP Accounts for eRebel, Silver, and Gold Clients
• rF 401k, Pension, and/or NQDQ
• All other Outside Custodians

* Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.

Click below to read any of our disclosures and/or firm brochures:

rF Filings & Firm Brochures:

• ADV Part 1
• ADV Part 2A
• ADV Part 2B
  • W. Phil Ratcliff
  • Anthony Jones

rF Client Agreements & Disclosures

• Client Agreement
• Privacy Policy

TDAI Disclosures and Fees:

• TD Ameritrade Institutional General Disclosure Documents
• Custodial Agreement for Retirement Accounts
• Margin Disclosure
  • Margin Requirements
• TDAI Fee/Commission Schedule

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