Assets Under Management
$26.3M
Number of Clients
31
Number of Advisors
1
Average Client AUM
$848K
AUM per Advisor
$26.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bellwether Capital Management LLC (BCM) offers investment advisory services, including Investment Management (IMS) for long-term investors and Financial Consulting (FCS) for one-time or intermittent assistance. Fees are fee-only, based on AUM for IMS and hourly for FCS.
| Assets Under Management | 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 over $10m, using the previous tier's rate as a starting point.
7840 Madison Ave, Ste 115, Fair Oaks, CA, 95628