Marshall Rathmell is a CFP, PFS-designated registered investment advisor at Bcr Wealth Strategies, based in Vestavia, AL, with 17 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. 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% |
Fees are up to 1.25% annually and are negotiable. There is a minimum annual fee of $6,250 and a potential $300 administrative fee.
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
Marshall is a member of RCB Properties, LLC, a real estate holding company that owns property leased to Berk Cleveland Rathmell Wealth Strategies, LLC. This activity is not investment-related.
Employment History
Current Registrations
Bcr Wealth Strategies
State Registrations1 state
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.
Exams
More Advisors
- Sandra Cleveland, CFPBcr Wealth Strategies
- Spencer Lawson, CFPBcr Wealth Strategies
- Rene Burke, ChFCState Farm Investment Management CORP.
- Cilimberg James, ChFCForesight Financial Advising LLC
- Coty Schneider, CFP, ChFCEdward Jones
- Gregory Brenner, ChFC