Clark Bellin is a registered investment advisor at Bellwether Wealth, based in Lincoln, NE, with 28 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 500 clients with $680M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.82% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.63% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Minimum fee is $3,125. Fees may be negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
140 North 8th Street, Suite 210, Lincoln, NE, 68058
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clark is the owner of Bellin Inc DBA Bellwether Wealth, a registered investment advisor, spending nearly full-time managing client portfolios. He is also an insurance agent assisting clients with purchasing life insurance, dedicating a few hours per week, and a member of Captogrowth, LLC, spending minimal time digitizing photos for purchase.
Employment History
Current Registrations
Bellwether Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.