Assets Under Management
$404.5M
Number of Clients
349
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$67.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
BCR Wealth Strategies provides financial planning and wealth management, consulting, and investment management services to individuals, pension and profit sharing plans, trust estates, charitable organizations, corporations, and business entities. Fees are charged on a fixed, hourly, or AUM basis.
1952 Urban Center Parkway, Vestavia, AL, 35242-2594