Bellwether Investment Group, Llc

Bellwether Investment Group, Llc

Hixson, Tennessee

Bellwether Investment Group, LLC is a distinguished investment advisory firm located in Hixson, Tennessee. With three offices strategically positioned, Bellwether Investment Group, LLC caters to a diverse clientele. Their team of four dedicated professionals solely focuses on providing exceptional investment advisory services. On average, each investment advisor at Bellwether Investment Group, LLC oversees approximately $29,690,000 in assets under management, reflecting their commitment to delivering personalized attention to their clients. With over 210 individual clients, the firm is entrusted with an impressive $118,755,000 in...see more

Assets Under Mgmt

$118.76M

Investment Professionals

4

Locations

2

% 401K & Individual

29%

% Discretionary

92%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Other Business Activities

  • Insurance broker or agent

Reviews for Bellwether Investment Group, Llc

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