Bellwether Investment Group is a registered investment advisor founded in 2008 and based in Hixson, Tennessee. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, businesses, trusts, and estates. Bellwether builds customized investment portfolios using individual stocks, exchange-traded funds, mutual funds, and fixed-income securities. The firm can also incorporate independent managers and variable annuities. In addition to managing investments, Bellwether offers stand-alone financial planning covering personal goals, education funding, retirement, estate planning, and insurance analysis. Certain firm representatives are also licensed insurance agents and may recommend insurance products separately. Bellwether manages client assets primarily through Raymond James and Associates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fee is negotiable up to 2.00%. Financial planning is generally included for investment management clients.