BCR Wealth Strategies offers personalized wealth management, investment management, and financial planning services to individuals, trusts, and business entities. The firm focuses on long-term investment strategies rooted in Modern Portfolio Theory, utilizing broad diversification primarily through mutual funds and exchange-traded funds to help clients achieve their financial goals. In addition to portfolio management, BCR Wealth Strategies provides comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow management, and education funding. The firm acts legally in the best interest of its clients when providing advice on retirement accounts and works closely with clients to tailor investment strategies to their specific risk tolerance and long-term objectives.
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.