Bellwether Investment Services offers investment management services, providing advice on stocks, mutual funds, and exchange-traded funds. Investment advice is tailored to individual client needs. Bellwether Investment Services also provides financial planning services, reviewing a client's financial position and goals to develop a written financial plan. Bellwether Investment Services only considers new clients referred from existing clients.
Fee Structure
Bellwether Investment Services charges an annual fee based on the value of your portfolio, ranging from 0.5% to 1.5%. The specific fee is negotiated with each client based on factors such as the amount of assets managed and the level of service provided. Fees are billed monthly in arrears and deducted from your account.