Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$497,283,936
Clients
354
36% high-net worth
Advisors
7
of 11 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
51
TypicalAverage account size
$1,404,757
BCR Wealth Strategies advises individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, charitable organizations, corporations and other business entities. The firm offers financial planning, wealth and investment management, retirement‑plan consulting, and related services that include tax‑related advice, litigation support and expert‑witness services.
The firm’s investment philosophy is long‑term and rooted in Modern Portfolio Theory, emphasizing diversified, buy‑and‑hold allocations primarily to mutual funds and ETFs and, when appropriate, the use of third‑party managers for larger fixed‑income portfolios. Financial planning work incorporates Monte Carlo simulation and routine monitoring — accounts are reviewed at least quarterly and the firm completes rebalancing before the last week of the quarter to manage settlement timing.
Distinctive aspects of the practice include its use of client testimonials in advertising, a relatively uncommon disclosure among similar team firms, and a team credential mix that includes CFPs, CPAs, a PFS and a college‑planning specialist (CCPS). The firm also discloses operational practices that may matter to clients — for example, aggregating family accounts to meet the firm’s portfolio minimum in some cases and donating gains from trade errors to charity.
Financial planning and consulting fixed fees generally range from $1,500 to $10,000
Financial planning and consulting hourly fees up to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,250 per year, negotiable Fee-only: Annual fee up to 1.25% of assets under management, prorated and charged quarterly in advance; fees are negotiable
BCR Wealth Strategies
1952 Urban Center Parkway
Vestavia AL 35242-2594, United States
Number of offices
2
Alabama · California · Florida · Georgia · New Jersey · New York · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Vestavia, AL
BCR Wealth Strategies
CFP®, Series 65
Clifton, NJ
BCR Wealth Strategies
CFP®, Series 66
Vestavia, AL
BCR Wealth Strategies
CFP®, Series 65
Vestavia, AL
BCR Wealth Strategies
Series 65
Vestavia, AL
BCR Wealth Strategies
CFP®, PFS™, Series 65
Vestavia, AL
BCR Wealth Strategies
Series 63, Series 65
Vestavia, AL
BCR Wealth Strategies
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