Registered Investment Advisor and NFA Member firm. "Let's take the next step together"

Subscriptions

Bellwether Capital Monthly Retainer Subscription

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 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.
Affordable
Our fixed monthly fee is affordable, accessible and helps spread your costs
Professional
Newest technologically-proficient method of providing professional high-quality service
Empowering
The value of our monthly subscription lies in our ability to focus on the relationship with you, the client
Accessible
In addition to online access, at least two monthly touch points in our service structure

How the subscription works

Clients will subscribe to a monthly ongoing plan at fixed price of $99.00 per month. Subscription entitlements include premium access to Bellwether Capital website and advisors. Services involve preparing a financial plan or rendering a financial consultation for clients based on financial goals and objectives. See below for Frequently Asked Questions and Registration Form link.

Call Us Now (212) 289 1450
Emal Us info@bellwether.capital
Our Location 110 Wall Street, NYC, USA

Most Frequently Asked Questions

  • All of our advisors provide comprehensive financial planning, which can include services such as: Cash flow, debt management, estate planning, insurance planning, tax planning, real estate analysis, career planning, retirement planning, and investment advice and/or management.
  • 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.
  • Direct access to an investment manager who knows your goals

All new subscription clients will be assigned their own Dedicated Advisor. We also provide virtual service so you can connect with your preferred advisor regardless of physical location. However, we cannot gauranttee that this specific advisor will be available to handle all of your service requests as they arise. It may be the case that other Bellwether Capital advisors will be assisting you from time to time.

 

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

New subscribers will be provided a detailed Subscription Agreement along with access to Bellwether Capital Terms and Conditions along with our Privacy Policies.

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

Although we provide comprehensive set of services in our Subscriptions, we understand that each client has unique needs which may require tailored solutions. We invite clients with special requirements to request a consultation here

Once you have activated your subscription, you will be provided login  credentials to your Dedicated Portal

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

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

Most other advisors will require an asset minimum which means they seek people or organizations that already own wealth. However, Bellwether Capital also wants to work with clients that have potential and help them build wealth. If this sounds like something that you have been looking for, apply for subscription today and together. let's unlock your financial future.

Oculus Fund Strategy

The Bottom Line

Most other advisors will require an asset minimum which means they seek people or organizations that already own wealth. However, Bellwether Capital also wants to work with clients that have potential and help them build wealth. If this sounds like something that you have been looking for, apply for subscription today and together. let's unlock your financial future.