Annette Bello is a CFP, PFS-designated registered investment advisor at Di Bello Financial, based in Los Angeles, CA, with 13 years of industry experience. Annette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 122 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
Fees are negotiable in certain circumstances.
Fee Estimator
Contact
Annette Bello
Location
355 South Grand Ave, Suite 2450, Los Angeles, CA, 90071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Di Bello Financial
State Registrations3 states
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Exams
Additional Information
At Di Bello Financial we focus on forming long term relationships with our clients. We specialize in working with high net worth clients to fully understand their unique financial lives indepth, tailoring financial planning to each client in order to fit their needs, everything from retirement planning to tax planning, investing and legacy planning. Our touchstone approach at Di Bello Financial is to guide clients through every aspect of their financial lives. Because we are an independent fee only financial planning firm, we never sell financial or insurance products or receive commissions or compensation from any third parties. We have always been and will always be a 100% Fiduciary firm. Being fully transparent and always putting our client's best interests ahead of our own, caring about our client's success.We provide tax preparation and financial planning services for investment management clients only, we do not provide stand alone tax or planning services.