Marshall Rathmell is a CFP, PFS-designated registered investment advisor at Bcr Wealth Strategies, based in Vestavia, AL, with 16 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 362 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee up to 1.25%. Fees are negotiable. Minimum annual fee of $6,250 and may be charged an annual administrative fee of $300.
Fee Estimator
Location
1952 Urban Center Parkway, Vestavia, AL, 35242-2594
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Regulatory History
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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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
State Registrations1 state
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