Brc Wealth Management, LLC

BRC Wealth Management, LLC is an SEC-registered investment adviser based in Concord, North Carolina, established in October 2019. The firm offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. BRC WM is a fee-only firm, providing services such as financial objective determination, risk assessment, portfolio analysis, and cash flow management. Clients can choose from various investment strategies like Balanced Strategy, Fixed Income Bond Account, Equity Strategy, and Total Return Approach portfolios. The firm manages assets on both discretionary and non-discretionary bases, with a minimum account size of $250,000. BRC WM charges fees based on a percentage of assets under management, with an annual minimum fee of $800. The firm does not have performance-based fees or side-by-side management. BRC WM's investment strategies are based on proprietary credit and equity analysis models, focusing on fixed income and balanced investment strategies. Clients are provided with detailed account reviews at least quarterly, and the firm maintains a strong commitment to client privacy and data security.