Work with us.
Ohio University has institutionalized having Fiduciary advisors being able to work with you. This is way better for you because a lot of times we can reduce more costs than some of the insurance companies . You get someone that has to be a fiduciary for you and put your best interest ahead of their own. Since we do not receive commissions or anything, it's pretty risk free, you can stop services with us whenever you would like. Due to our experience with Oho University and their plans, we don't lose a lot of clients.
Interested in working with us?
Schedule a Free consultation to get to know your potential Advisor/Coach and see how we may be able to help you. If you decide you want to work with us, you can follow the steps as listed below.
Let's Get Started
1) Choose how you want to work with us
Select the service level you want to use
2) Transfer/Set-up Accounts
Already have accounts for TIAA or Fidelity? Great! We can manage those for you. If not, we will work with you to transfer accounts to TIAA or Fidelity.
3) Choose one of these three steps:
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM. Universities without fee billing pay via monthly deduction from paypal with a 10% discount.
4) Client Agreement
After you decide to move forward, we will send you a client agreement and coordinate with you to build your financial plan. There may be extra steps depending on your individual circumstances.
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605
