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

Frequently Asked Questions Affiliates

Registration to Bellwether Capital subscription is fast simple, easy and secure. Simply take two minutes to complete registration form here.

No. We prefer to understand your needs first before we determine if we are the right firm, and to understand what services you may require. We can also cover this initial meeting over the phone.

The monthly profit share, or incentive fee, is usually deducted by Forex.com on or near the first of each calendar month. Only Forex.com can say exactly what date they use, however, though generally you can expect it will be about the same time every month.

Subscriptions are month-to-month thus there is  no fixed long term contract and clients can cancel anytime.

All new affiliates can earn flat fee of $20 or PPC revenue XXXXX per new account form application submitted. with a cookie length of 45 days. Bellwether Capital makes payments to their affiliates weekly (every Saturday) normally via PayPal, but affiliates may elect to receive via alternative payment method. Payment is made for all commissions earned – regardless of the amount.

 

Risks of Forex trading are described in our website footer. Basically Bellwether Capital Management, LP is acting as a trader just as you would yourself, if self-trading your account, so the same risks apply to them, and thus to you and your account, as if you were trading it yourself. You are exposed to the risk of draw down or loss in your account whether it is managed by someone else or whether you trade it yourself. Please also read the Risk Disclosure page on our website.

Now, more than ever, a client wants ‘‘peace of mind’’ when it comes to the safety of financial assets.
Financial Professional: A registered representative is an independent business owner who provides financial guidance to their clients and is typically paid a commission when you purchase a financial product. An Investment Advisor Representative (IAR) is an independent business owner who provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both.
Investment Firm: A broker-dealer processes the commission business of registered representatives licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws. A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.
Custodian: Pershing LLC, National Financial Services, LLC, and select firms provide the trade execution, clearing, custody, and other services for securities and related transactions.
Your Investments: Mutual funds, managed accounts, stocks, bonds, etc.

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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