Bellwether Capital Management LLC
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
About This Firm
Bellwether Capital Management LLC is a registered investment adviser in California offering investment management and financial consulting services. Investment Management is for long-term investors seeking ongoing portfolio management. Financial Consulting provides one-time or intermittent assistance with investments and finances. The firm manages approximately $27 million in assets.
Fee Structure
AUM-Based Fees (Tiered)
| 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 negotiable for accounts over $10M.
Fee Estimator
For Investment Management Services (IMS), fees are based on assets under management (AUM), starting at 1.00% per year and decreasing at predefined AUM thresholds. The minimum account size is $250,000. For Financial Consulting Services (FCS), fees are based on an hourly rate of $350 per hour, with a ten-hour minimum.
Areas of Practice
Location
7840 Madison Ave, Ste 115, Fair Oaks, CA, 95628