Di Bello Financial, Inc.
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    • Home
    • About Us
      • Team Members
      • Licenses & Memberships
      • Awards
      • NAPFA Fiduciary Oath
      • Privacy Policy
    • Services
      • Fee Only Investment Mgmt
      • Tax Planning
      • Financial Planning
      • Fees
    • Resources
      • Videos
      • Downloads
      • Charity
      • Our Partners
      • Photo Gallery
    • Blog
    • Contact
    • Client Logins
Di Bello Financial, Inc.
  • Home
  • About Us
  • Services
  • Resources
  • Blog
  • Contact
  • Client Logins

Fee Structure

Investment Management Fees - $1,000,000 minimum investment

1.20% annual on the first $1,000,000

1.00% annual on the next $500,000 

0.80% annual on the assets above $1,500,000

*Fees are billed quarterly and in arrears based on the average daily balance for the quarter excluding cash*


Financial Planning Fees 

Comprehensive Tax, Financial & Retirement Plans Start at: $2,500 - $300 per hour

(Offered to Investment Management Clients Only)  


Tax Preparation Fees 

Flat fee based on complexity of return

 (Offered to Investment Management Clients Only)  

Copyright © 2022 Annette Di Bello, CPA, CFP, Professional Corporation - All Rights Reserved. 

Proudly serving Southern California, including Orange County, Los Angeles, Riverside, San Bernadino, and San Diego Counties.

Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation -  is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Annette Di Bello, CPA, CFP, Professional Corporation -  is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Annette Di Bello, CPA, CFP, Professional Corporation -  website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Annette Di Bello, CPA, CFP, Professional Corporation -  specific advice is prepared only within our contract agreements on a client by client basis. Past performance may not be representative of future results. 

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