Bellwether Financial Advisors is a registered investment advisor based in West Des Moines, Iowa, operating since 2003. The firm is owned and operated by Fredrick A. Bell, who holds Chartered Financial Analyst and Certified Financial Planner designations. Bellwether Financial Advisors offers personalized financial planning, investment advice, and consultations on various financial matters for individuals and small business clients. The firm does not have the authority to make trades without asking first, meaning clients always approve transactions. Bellwether Financial Advisors tailors its services to each client's specific needs, ranging from single-topic studies to comprehensive ongoing advisory relationships. In addition to advisory services, the owner is an independent insurance agent and a registered representative with a broker-dealer, which allows the firm to offer commission-based insurance and investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Percentage fees range from 0.50% to 2.25% for asset advisory and comprehensive financial consulting services, depending on account size and complexity. Fees are negotiable.