MR
CFP · PFS
MR
CFP · PFS

Marshall Peter Rathmell

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
349 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$404.5M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$6,250
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Location

1952 Urban Center Parkway, Vestavia, AL, 35242-2594

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marshall is a member of RCB Properties, LLC, a real estate holding company that owns property leased to Berk Cleveland Rathmell Wealth Strategies, LLC. This activity is not investment-related.

Employment History
Current Registrations
Bcr Wealth Strategies
June 2009 - Present · 16 yrs 8 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.