Bcr Wealth Strategies
Assets Under Management
$404.5M
Number of Clients
349
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$67.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BCR Wealth Strategies provides financial planning and wealth management, consulting, and investment management services to individuals, pension and profit sharing plans, trust estates, charitable organizations, corporations and business entities. Services are offered on a fee basis, including hourly, fixed, and AUM fees.
Fee Structure
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
Location
1952 Urban Center Parkway, Vestavia, AL, 35242-2594