BCR Wealth Strategies

Financial Advisor in Vestavia Hills, AL

Firm Info
Address: 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, USA
Phone: (205) 298-1234

Firm Size
Assets Under Management: $353.5 million
# of Advisors: 9
# of Clients: 1,030
Client to Advisor Ratio: 114:1
Average Account Size: $343,247
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Bcr Wealth Strategies Overview

BCR Wealth Strategies is a fee-only investment advisory firm based in Vestavia, AL, that has been in business since 2002. As an investment advice-only firm, it provides financial planning, portfolio management, pension consulting services, and selection of other advisors to individuals and small businesses in the area. The firm's fee-only arrangement means that it is not paid commissions for recommending specific investments or financial products. This ensures that BCR Wealth Strategies' advice is unencumbered by any conflicts of interest and that its clients receive unbiased recommendations that prioritize their best interests. At BCR Wealth Strategies, the experienced team provides personalized, comprehensive financial planning services that are tailored to each client's unique goals and objectives. Their portfolio management services help clients to align their investments with their financial objectives, while their pension consulting services provide expert guidance to small businesses on how to manage their retirement plans. As an independent registered investment advisory firm, BCR Wealth Strategies uses its extensive network of other advisors to offer clients access to a wide range of investment options, ensuring that their investment portfolios are well-diversified and designed to achieve their financial goals.

BCR WEALTH STRATEGIES caters to a wide range of clients in need of financial planning and wealth management services. Their clientele includes individuals seeking to build and optimize their investment portfolios, high net worth individuals with complex financial needs, pension or profit sharing plans looking for investment advice, charitable organizations in need of asset management, and various other types of clients. Being flexible with their fee structures, BCR WEALTH STRATEGIES offers different options based on the services provided. For instance, a percentage of assets under management (AUM) model where fees are charged based on a percentage of client's AUM, works well for clients seeking comprehensive investment management services. Alternatively, for clients needing specific advice or consulting, hourly fees may be more suitable. Lastly, some services may have fixed fees, which include financial planning and estate planning services. With this variety of options, BCR WEALTH STRATEGIES strives to offer personalized pricing to meet each client's unique financial needs and investment goals.

Typical Clients, Fee Structures & Investment Minimum

The note in BCR Wealth Strategies' Part 2 Brochure states that the firm generally imposes a minimum portfolio size of $250,000 as a condition for starting and maintaining an investment management relationship. However, the firm may accept clients with smaller portfolios based on certain criteria listed in the note.

How This Office Can Help Vestavia Hills, AL Residents

BCR Wealth Strategies is a team of experienced financial advisors who provide comprehensive financial planning services to clients in Vestavia Hills, AL. With their expertise and knowledge, they assist clients in achieving their unique financial goals and objectives. Living in Vestavia Hills, AL, one may face a variety of financial situations, such as planning for retirement, managing debt, starting a business, or saving for college education. BCR Wealth Strategies helps clients navigate these situations by providing personalized financial advice that is tailored to their specific needs and circumstances. They work collaboratively with clients to develop comprehensive financial plans that address their short-term and long-term financial goals. Additionally, their team provides ongoing support to ensure clients remain on track and make informed financial decisions for their future.

To view the Minimum Investment and Fee Schedule for Bcr Wealth Strategies, visit their Part 2 Brochure.

Services Offered by Bcr Wealth Strategies

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bcr Wealth Strategies most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, USA
Phone (205) 298-1234
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594, United States

This firm has no other locations.

State Registrations

Bcr Wealth Strategies is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • New Jersey
  • New York
  • Texas

Disciplinary History

Bcr Wealth Strategies does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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