Fees
Published, tiered, fee-only. The same schedule for every family.
We earn one form of compensation: an advisory fee paid by our clients. Below is the schedule that appears in our advisory agreement and Form ADV, not a starting point for negotiation behind closed doors.
Rebellion Advised Accounts
One published schedule, applied to the household, not to individual accounts.
Billed quarterly in arrears against the prior period-end balance. Pro-rated for partial periods. Household includes related accounts, spouses, trusts, IRAs, and entities controlled by the family.
Rebellion Advised Accounts
Annual rate
Rebellion Advisory Accounts $10,000,000 and under
1.50%
Rebellion Advisory Accounts over $10,000,000
1.00%
Rebellion Swarm Active Trading*
2.00%
*Swarm Active Trading is available only to accredited investors.
No proposal until we both know the plan is the right fit.
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