BCR WEALTH STRATEGIES

1952 Urban Center Parkway
Vestavia, Alabama 35242-2594
Tel: 205-298-1234

About BCR WEALTH STRATEGIES

BCR WEALTH STRATEGIES, formally registered with the SEC as BCR WEALTH STRATEGIES. The firm was established in 03/21/2002. They have over 2 offices throughout the country.

BCR WEALTH STRATEGIES is a Vestavia, Alabama based Financial Planning firm with nearly $404,481,198 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119670
SEC#	801-61015
Assets Managed by Firm	$404,481,198
No. of Clients	1115
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$404,481,198
Individuals (other than high net worth individuals)	215	$109,016,349
High net worth individuals	113	$269,333,751
Pension and profit sharing plans	3	$13,084,148
Charitable organizations	16	$2,064,951
Corporations or other businesses	2	$10,981,999

More Retirement Planning firms in Vestavia, Alabama:

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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