Bellwether Capital Management provides long-term investment management and financial planning services for individuals, families, trusts, and small businesses. Founded in 2009 and based in Fair Oaks, California, the firm creates customized investment portfolios using proprietary tactical asset allocation and U.S. stock strategies. Bellwether Capital Management pairs ongoing investment management with financial advisory services—such as financial planning, research, and analysis—at no extra charge for wealth management clients. Clients can also hire the firm for standalone hourly financial advisory projects. The firm operates with a focus on risk management and puts client interests first following professional ethical standards.
Fee Structure
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 are negotiable for accounts of $10 million and above. Standalone investment management services without financial planning are available at a discounted annual fee.