Whenever they have a money question, Subscribed Clients can either email us on firstname.lastname@example.org or can call us directly on our dedicated Subscription Clients Telephone Hotline USA (646) 690 9090
Isn't it time you had your own Financial Advisor? Bellwether Capital Management is focused on providing investment advice and financial planning services — not on selling unnecessary products. We believe everyone deserves professional financial advice, regardless of age or assets. Which led us to create our subscription-based service. Bellwether clients under this plan are basically on retainer and billed monthly for full access to Bellwether services. resources & expertise.
Key Benefits to Subscription:
- Online account access to your investments whenever you need it
- Periodic consolidated statements showing all accounts in one place
- Up-to-date performance reporting
- Access to one-on-one coaching, exclusive educational resources, and members-only webinars.
- Affordable and accessible.
- Direct access to an investment manager who knows your goals
- No more wasting time on hold with a busy call center
- Virtual services so you can connect with your preferred advisor regardless of physical location.
- No fixed term subscriptions contract. Clients can cancel anytime.
- Bellwether Capital advisors are all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests.