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The fee is billed in advance, is negotiable and has a $3,125 annual minimum.","source":"2025 ANNUAL AMENDMENT BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bellwether Advisors use?","answer":"Bellwether Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $738M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bellwether Advisors have?","answer":"Bellwether Advisors has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bellwether Advisors invest in?","answer":"At the end of its last fiscal year, Bellwether Advisors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 7% cash and equivalents, 5% investment grade corporate bonds, 3% state and local bonds, 3% other, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. The 3% other category is described as: Variable Annuities and Non-Traded Reits.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bellwether Advisors?","answer":"Bellwether Advisors is owned through a trust by Clark Bellin. Its direct owner is Clark Bellin Revocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bellwether Advisors get paid?","answer":"Bellwether Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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