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
% Discretionary
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.