Bellwether Financial Advisors offers financial planning and investment advice to individuals and small businesses. Services are tailored to each client's needs and can range from a single engagement to ongoing advisory arrangements. Bellwether does not take discretionary management authority for client investment accounts.
Assets Under ManagementN/A
Clients17
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Bellwether Financial Advisors' percentage-based fees for asset advisory and comprehensive financial consulting services range from 0.50% to 2.25%. Fees are negotiated with clients and adjusted based on complexity and account size. Fees are collected at the time of service delivery, or in arrears on a quarterly or annual basis.
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