Robo rebel: Finally, money management that's personal and affordable!

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Wouldn't it be great to have a professional to help you choose how to invest your hard earned money? Unfortunately, most financial firms that will actively take care of you and that don't charge you large up-front commissions require $100,000 to $500,000 account minimum with fees of 1-2% per year.

Now with our Robo rebel we'll help you manage your investments with as little as $5,000 with fees 0.65% or below!

Simplify your life, Optimize your investments:

Our Robo rebel platform allows you to track all of your investment and retirement accounts all through our Robo rebel online portal while empowering you to delegate the management of any investment account to us to manage for you with precision and diligence.

Get Started Now

Green-Quotations-100x92Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients. Please view our reviews on Google Reviews by clicking here.

Sometimes you don't need a Financial Planner:

Absolutely! Sometimes you don't need extensive expertise to do comprehensive financial planning. So why pay for it?  However, most of us would still benefit from someone looking after our investments in the meantime to make sure they are growing optimally and protecting us from the next inevitable downturn.

  • Delegate investment management to us

    You’re busy with your life and your profession. You don’t have time to be the best at our profession as well as your own. That’s why we created Robo rebel to be a low cost and low maintenance partner to help you organize your financial life and optimize your investment performance.

  • A custom investment strategy for you

    Your account manager will work with you to make sure that your investment strategy matches your personal goals and preferences. We have over 100 model portfolios and can tailor yours to be: Tax Managed, Socially Responsible, Christian Values oriented, Halal/Sharia compliant, among other strategies.

  • Reduced costs & committments

    Because you are not hiring a traditional financial advisor, we can automate a lot of our processes, which drives down costs, account minimums, and removes restrictive contract terms. Additionally, the foundation of our firm is built upon, talented financial advisors so if/as  your needs change in the future it’s easy to change to an advisor driven plan.

Online access to your investment & retirement accounts

You can track financial accounts from all our your 3rd party investment institutions so that you can keep track of your entire investment progress in one place.

Green-Quotations-100x92 Again, we are prohibited from posting testimonials/reviews on our website by the Regulatory authorities. However, we believe that our clients' experiences and insights are important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.

Simple and transparent

We do not like complex contracts, with high-fees, low transparency, and "gotcha" clauses. We treat our clients the way we would want to be treated and manage your money how we manage our own.

Try it free now. No credit card required.

You can import your account data and get an immediate, in-depth analysis of your portfolio(s). Then, decide if you want to delegate one or more of your accounts to our diligent oversight.

View our other service models