SL
CFP

Spencer Earl Lawson

2 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
Loading...

Advisor Information

Office location

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

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Bcr Wealth Strategies
May 2023 - Present · 2 yrs 8 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.