rF Client Pricing and Features Comparison
Robo rebel Client
$0/mo+
$0/mo+
- Manage Investments Directly
- Online Robo rebel portal
- Ability to video conference with a human advisor
- Ability to upgrade at any time to a financial planning service level
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
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
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
+There is currently no monthly subscription, only the fee schedule below.
*Plus, fee schedule below. The monthly fee is waived once you have more than $100,000 under our management.
**Plus, fee schedule below. The monthly fee is waived once you have more than $250,000 under our management.
No sure which plan to choose or want to interview us before deciding?
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
- All other Outside Custodians for Gold Clients only
* Preferred Custodians for NQ and IRA Accounts include TD Ameritrade, Jefferson National, and TIAA CREF.
** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.
