SC
CFP
SC
CFP

Sandra Mitchell Cleveland

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
349 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$404.5M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$6,250
Loading...

Location

1952 Urban Center Parkway, Vestavia, AL, 35242-2594

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Sandra is a member of RCB Properties, LLC, a real estate holding company that owns property leased to BCR Wealth Strategies. This activity is not investment-related.

Employment History
Current Registrations
Bcr Wealth Strategies
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Ameritas Investment CORP
September 2004 - March 2006 · 1 yr 6 mos
The Advisors Group, INC.
May 2003 - September 2004 · 1 yr 4 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.