Spencer Lawson is a CFP-designated registered investment advisor at Bcr Wealth Strategies, based in Vestavia, AL, with 2 years of industry experience. Spencer 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
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Bcr Wealth Strategies
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.