Bellwether Investment Group offers financial planning, and investment management (both discretionary and non-discretionary) to individuals and businesses. Financial planning covers areas like retirement, education, estate, and insurance. Bellwether creates portfolios using equities, ETFs, bonds, and mutual funds, tailored to client objectives. They monitor accounts and may recommend rebalancing. Bellwether may recommend margin or option transactions when appropriate.
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.