Connie West is a registered investment advisor at Bellwether Investment Group, LLC, based in Hixson, TN, with 21 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 313 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bellwether Investment Group offers investment management services where fees are negotiable up to 2.00% of the assets managed. The fee includes investment advice and, if requested, financial planning. Bellwether does not adjust its advisory fee for intra-period additions or withdrawals of assets from managed accounts.
Location
5502 Hixson Pike, Suite G, Hixson, TN, 37343
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bellwether Investment Group, LLC
Previous Registrations
Raymond James Financial Services
State Registrations1 state
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