Investment Management Fees - $200,000 minimum investment
1.20% on the first $1,000,000
1.00% on the next $500,000
0.80% on the assets above $1,500,000
Financial Planning Fees
Comprehensive Financial & Retirement Plans Start at: $1,500
Stand Alone Tax Planning: $300 per hour, 3 hour minimum
Tax Preparation Fees
Flat fee based on complexity of return
*Tax Preparation services provided exclusively for our investment & financial planning clients only
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Disclaimer: All information herein at Di Bello Financial, Inc. is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Di Bello Financial is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Di Bello Financial's website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Di Bello Financial's specific advice is prepared only within our contract agreements on a client by client basis. Past performance may not be representative of future results.