BCR Wealth Strategies provides financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, charities, corporations, and business entities. Financial planning covers areas like cash management, retirement, education, risk management, taxes, and estate planning. Investment management involves managing client portfolios, primarily using mutual funds and exchange-traded funds.
Assets Under Management$530M
Clients362
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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