Bellwether Wealth

Bellwether Advisors, LLC, operating as Bellwether Wealth, is a Lincoln-based financial advisory firm established in November 2019 and registered with the SEC since January 2019. The firm specializes in providing investment advice to various entities, including individuals, retirement plans, trusts, and corporations. Bellwether Wealth acts as a fiduciary, always prioritizing clients' best interests. Their services include investment management, financial planning, retirement planning, estate planning, and tax planning. For investment management, the firm offers personalized services based on clients' goals, risk tolerance, and time horizon. They use a discretionary approach, allowing them to make investment decisions without prior client approval. Bellwether employs a diversified investment strategy, utilizing active and passive approaches to achieve excess returns. They may also recommend third-party asset managers for clients' portfolios. Regarding fees, Bellwether Wealth operates on a fee-based model, charging fees based on a percentage of assets under management. The firm's fee schedule is tiered based on the amount of assets managed. Clients can choose to pay fees directly from their accounts or by check. The minimum account size is negotiable, and additional fixed fees may apply for smaller accounts. The firm does not charge performance-based fees or engage in side-by-side management. Bellwether Wealth follows a comprehensive Privacy Policy and Program for Protecting Client Information to ensure the security and confidentiality of client data in compliance with Regulation S-P. The firm provides annual privacy notices to clients, offers an opt-out option for information disclosure, and maintains a document destruction policy. The Chief Compliance Officer oversees the implementation of the Privacy Policy and Program, ensuring adherence to privacy regulations and safeguarding client information.