SC
CFP

Sandra Mitchell Cleveland

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
349 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$404.5M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$6,250
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:Up to $500/hr

BCR Wealth Strategies charges fixed or hourly fees for financial planning and consulting, ranging from $1,500 to $10,000 or up to $500 per hour. Investment management fees are up to 1.25% annually, based on assets under management, and are charged quarterly in advance. A minimum annual fee of $6,250 applies, and an administrative fee of $300 may be charged. Fees may be negotiable based on client circumstances.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

1952 Urban Center Parkway, Vestavia, AL, 35242-2594

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sandra is a member of RCB Properties, LLC, a real estate holding company that owns property leased to BCR Wealth Strategies. This activity is not investment-related.

Employment History
Current Registrations
Bcr Wealth Strategies
March 2006 - Present · 19 yrs 10 mos
Previous Registrations
Ameritas Investment CORP
September 2004 - March 2006 · 1 yr 6 mos
The Advisors Group, INC.
May 2003 - September 2004 · 1 yr 4 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.
Sandra Mitchell Cleveland - Financial Advisor | AdvisorDiscover