Bcr Wealth Strategies
Vestavia, Alabama
5.0
29 Reviews
BCR Wealth Strategies, headquartered in Vestavia, AL, is a distinguished local investment advisory firm that caters to the financial needs of high net worth individuals. With over 260 individual clients and an impressive $329,885,000 in assets under management, BCR Wealth Strategies has established itself as a trusted partner in wealth management. Operating from two offices, the firm offers a range of services, including managing employer funds, although 401K and individual accounts make up less than 30% of their assets. BCR Wealth Strategies prides itself on its discretion, as they manage 100% of the assets under their care on ...
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Assets Under Mgmt

$329.88M

Investment Professionals

10

Locations

1

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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