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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 |
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