Di Bello Financial provides tax planning and preparation, financial planning, and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Di Bello Financial is a fee-only firm and does not accept commissions.
Assets Under Management$67M
Clients122
Advisors1
Avg. per Client$550K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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