Sandra Cleveland is a CFP-designated registered investment advisor at Bcr Wealth Strategies, based in Vestavia, AL, with 22 years of industry experience. Sandra 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 →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
Previous Registrations
Ameritas Investment CORP
The Advisors Group, INC.
State Registrations2 states
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.