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 Prep & Planning
      • Financial Planning
      • Fees
    • Resources
      • Videos
      • Downloads
      • Charity
      • Our Partners
      • Photo Gallery
    • Blog
    • Contact
    • Client Logins
Di Bello Financial, Inc.
  • Home
  • About Us
    • Team Members
    • Licenses & Memberships
    • Awards
    • NAPFA Fiduciary Oath
    • Privacy Policy
  • Services
    • Fee Only Investment Mgmt
    • Tax Prep & Planning
    • Financial Planning
    • Fees
  • Resources
    • Videos
    • Downloads
    • Charity
    • Our Partners
    • Photo Gallery
  • 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 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 © 2023 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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