Bellwether Wealth offers investment management services based on clients' goals, risk tolerance, and time horizon. They create investment policy statements and use active and passive investment approaches. Bellwether may use third-party asset managers and provide financial, retirement, estate, and tax planning services. Bellwether acts as a fiduciary, always required to act in the client's best interest.
Assets Under Management$680M
Clients500
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.82% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.63% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Minimum fee is $3,125. Fees may be negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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