Our Pricing

Fair, Transparent, and Consistent

Financial Planning

This is a one-time, flat fee, paid up-front based on your situation’s complexity. The range is as follows:

$2,500 -$10,000

At the end of our initial consultation, we will give you options on how we can help you and what it will cost. In a world of hidden fees and surprise back-end charges, our fees are always transparent upfront.

Investment Management

When you hire Ibello Wealth Management, you benefit from pricing that puts us on the same side of the table: our goal is to grow (and preserve) your account.

All of our ongoing services are covered by an annual percentage calculated based on the balance of your investments held under our stewardship and are billed directly out of your accounts.

Below is our tiered billing schedule – this is NOT blended, you move up FULL tiers as your assets under our management grow:

Fee

Assets under management

1.0%

Up to $1M

0.90%

$1M-$2.5M

0.80%

$2.5M-$4M

0.70%

$4M-6M

0.60%

$6M-10M

0.50%

$10M-25M

0.35%

Over $25M

One-fourth of the above annual fee is assessed on the balance under management at IWM at the end of each calendar quarter.

“Nick has been a delight to work with, and we truly appreciate his passion, enthusiasm, and deep knowledge of the industry. His contagious excitement and quick responsiveness make us feel like we’re his one and only client. Nick’s thoroughness, attention to detail, and caring nature have earned our trust, and we couldn’t be more grateful for his financial guidance.”

– PB & LB

A quick note about fees

Savvy investors choose their financial advisor based on experience, independence, integrity, and quality of advice. Expect to pay reasonable fees for a high-quality advisor, otherwise, you may pay a lot more in the long run.

At IWM, you receive, clear, upfront, and honest service, we ALWAYS are working in your best interests, and there are no contracts that lock you into anything with us.

While we certainly hope to have you as a client for life, if for any reason we are not meeting the value expectations of what we promised or what you expected, and you decide you’d like to part ways, we will assist in making things easy and seamless for you to move onto your next destination.

Don’t fall victim to status quo bias…

“If you see someone failing to take action, it tells you they don’t know the cost of inaction.

Just because the cost of inaction is invisible, it doesn’t mean it isn’t real.

What happens if you don’t take action? Nothing. The cost of inaction is the status quo.

If you’re okay where you are, then you don’t need to do anything. But if you want to get to the next level, you need to understand the cost of doing nothing.

Action may be expensive, but inaction may cost a fortune.”

Shane Parrish