Bcr Wealth Strategies
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Overview
Bcr Wealth Strategies is located at 1952 Urban Center Parkway, Birmingham, AL. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. Bcr Wealth Strategies is not a registered broker-dealer.
Bcr Wealth Strategies oversees $367.3 million in assets under management across 1,054 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Bcr Wealth Strategies includes asset-based, hourly, and fixed fees. The firm has 106 high net worth clients.
Bcr Wealth Strategies is registered in the states of Alabama, California, Florida, Georgia, New Jersey, New York, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bcr Wealth Strategies by the Numbers
$367.3 million
13
1,054
$348.5 thousand
Products and Services
Bcr Wealth Strategies provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In the past fiscal year, Bcr Wealth Strategies provided financial planning services to 251-500 of its clients. The Firm is not involved in selling products or offering services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on the services provided. Fees charged by Bcr Wealth Strategies may include some combination of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a number of different clients. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Bcr Wealth Strategies's biggest client group by number of accounts is high net worth investors, but it also caters to 106 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 31.64%
- Other Individuals - 62.09%
- Corporations - 1.79%
- Charitable Organizations - 4.48%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bcr Wealth Strategies does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bcr Wealth Strategies
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Clifton, NJ
Birmingham, AL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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