Registered Investment Advisors. "Let's take the next step together"

Frequently Asked Questions Affiliates

There is no cost to participate in Bellwether Capital Affiliate program. As long as you are an active affiliate, all you need to do is keep linking and collect your commissions.

The subscription model owes its success to the optimal balance of value it provides to both the company and the customer. If you would prefer, a qualified Bellwether Advisor will help determine whether the subscription based model if right for you. For free appointment click here.

The subscription fee of $99 is payable in advance and is charged automatically each month on day of the month (or nearest business day) that original subscription was activated. For  example, it you originally subscribed on May 17th, next payment would be applied for on June 17th

Whenever they have a money question, Subscribed Clients can either email us on or can call us directly on our dedicated Subscription Clients Telephone Hotline  USA (646) 690 9090

One of the reasons affiliate marketing can provide a higher ROI than other channels is because it’s performance-based. Merchants only pay for actual customers, not just visits. This gives affiliate marketing a big advantage over other channels, such as PPC, where it’s easy to spend a ton of money on clicks without producing any actual conversions.

When there are multiple affiliates involved in one transaction, payment gets much more complicated. Sometimes it’s even possible for affiliates to jump in at the last minute and claim commissions for customers brought in by other affiliates. Successful programs use multi-channel attribution to ensure the affiliates that create the most value get paid the most.

Bellwether Capital Management, LP via Oculus Trading Strategy may charge at his discretion a maximum monthly incentive fee of 15% of net new profits in addition to an annual administrative fee of 1%. These fees are outlined in the Limited power of Attorney Agreement A full discussion of fees. For more detailed explanation of fees, please see Disclosure Document..

We have two specific criteria for which we initially screen all potential clients.
First, you have to be as serious about improving your financial situation as we are about helping you to succeed. This type of relationship, when properly conceived, is a partnership. We will do everything within our power to design and implement a financial strategy for your family that will help you to achieve your goals. But no financial strategy, no matter how well designed, can function properly if there is lack of desire and discipline on the part of the individual. This is your money, and you are always free to do as you see fit, but if your definition of discipline and desire is different than ours, we may suggest that you locate an advisor whose views are more closely align with your own.
Second, we have to like each other. This might sound odd, but we have been in business long enough to know that strong relationships start with mutual respect and admiration. And let's face it, don't we all prefer to spend time with people that we truly enjoy? We haven't had to disqualify too many people based upon this particular item, but it certainly helps to know that every time our telephone rings that it is a friend on the line.

We provide our services on a fee-based platform, which means that the primary source of income to the firm is the management fee that our clients pay monthly to receive unbiased, independent advice. These fees are generally equal to 1.0% of your portfolio value on an annualized basis, although they are lower, on a percentage basis, for portfolios above $2 million and 501(c)3 non-profit organizations.

An affiliate program is a revenue sharing program where the affiliate (that's you!) drives traffic to a merchant's web site (that's us!) in exchange for referral commissions. When a visitor to your site clicks on the affiliate link to our site and completes a transaction, you get a commission. Once you sign up for and are accepted to our program, you'll be taken to the Affiliate Area where you'll create your own personal and secure account. Here you can log in at any time to get our banners and links, find out about commissions earned and even learn about how many impressions each of your links has received.

No. in most cases a CPA can provide a lower cost service in what is becoming a more and more complicated field. Our founder's past experiences with advisors who offer tax services, and with CPAs who dabble in investments, has proven to us that there is a need for two separate professionals in each field to be involved in your tax plan.
We can recommend CPAs that will work hand-in-hand with Bellwether Capital to integrate your tax plan with your overall financial plan. CFA does not receive compensation from any tax firm we may recommend.
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