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Frequently Asked Questions Affiliates

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

Please go the bottom of this page where we provide a link to Instructions for opening an account, and the Account Application you must fill out and submit to If you have further questions, please contact our new accounts team directly here or email:

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.

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.

Your subscription allows you unlimited access to Bellwether Capital expertise and resources.

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..

  • Our team has a diverse financial services background. With years of service to individual investors ranging from pension and retirement plan consultation to private banking and affluent wealth management, we have the experience and expertise to manage our clients total financial picture.
  • Bellwether Capital advisors are all licensed Investment Advisors and sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests. A copy of this oath can be downloaded here:


Bellwether Capital Affiliate programs are organized and administered through a variety of affiliate networks. Some programs choose to work on multiple networks while others are consolidated on just one. Most major affiliates work with multiple networks. The network uses cookies to track a customer’s progress from the affiliate’s website (or multiple affiliates’ websites) through the merchant’s shopping cart. The network then automatically pays out commissions to affiliates based on the rules set by the merchant.

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.


We believe that the concept of minimums has more to do with an advisor's ego than it does with good business. Bellwether Capital does not utilize hard minimums as a primary criteria that clients need to meet in order to establish a relationship. With that said, however, we do want to make you aware that there are situations in which it may not be economically in the client's best interest to work with Bellwether Capital, and if that is the case we will be very clear about that point.

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