Bellwether Capital Management (BCM) offers investment management for long-term investors, managing portfolios based on client needs and risk tolerance. BCM also provides financial consulting for one-time or intermittent assistance with investments and finances, including financial planning and investment advice. BCM's services are provided on a fee-only basis.
Assets Under Management$26M
Clients31
Advisors1
Avg. per Client$850K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.89% |
| $3.0M - $5.0M | 0.79% |
| $5.0M - $10.0M | 0.69% |
| $10M+ | 0.69% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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