Our Cost of Services
Because Transparency Matters

At BCR Wealth Strategies, we believe in clarity and simplicity regarding fees. As a fee-only, fiduciary, independent registered investment advisor, we pride ourselves on our integrity.
We have a straightforward advisory fee based on your assets. You will know our fees and compensation when we work for you. Nobody likes surprises.
Our independence is your advantage. We’re not tied to any big financial corporation, don’t get commissions, and have no hidden agendas. This means we focus solely on what’s best for you, not what’s best for our bottom line.
We tailor our investment recommendations to fit you—not the other way around. Our aim isn’t just to chase the highest returns but to construct a portfolio that best positions you to meet your goals, balancing risk and reward.
At BCR Wealth, we don’t put our clients first because we are regulatorily expected to; we chose to register that way because it is who we are.

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