Marshall
Rathmell
Bcr Wealth Strategies
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About this Advisor
Marshall Rathmell is a certified financial planner and personal financial specialist operating in Birmingham, Alabama with a total of 14 years of relevant experience. Rathmell works at Bcr Wealth Strategies. They have spent the entirety of their employment at Bcr Wealth Strategies. Rathmell has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Alabama. Bcr Wealth Strategies is an advisory company that has its headquarters in Birmingham, AL. The firm has a total of 13 people on staff. It has $330 million in total assets among its 1,076 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 1,076 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services are offered. However, fees billed by Bcr Wealth Strategies likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bcr Wealth Strategies Brokerage Details
$329,884,925
13
1,076
$306,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Marshall Rathmell Work History
Marshall has been registered as a financial advisor for 14 years.*
Berk Cleveland Rathmell Wealth Strategies, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marshall Rathmell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Birmingham, AL
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
