BB

Barry Thomas Burch

40 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
32 advisors
Number of Clients
336 clients
Average Client Portfolio
$445K average
Assets Under Management
$149.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.25%

Fees are negotiable for accounts over $2,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Crews charges an annual fee based on the value of your account. For accounts over $2,000,001, fees are negotiable. The fee does not include the Outside Manager’s fee, if one is used, but the combined fee will not exceed 2% of assets under management. Other fees may include odd-lot differentials, SEC exchange fees, and wire transfer fees. Minimum account sizes are $50,000 for both IRA and Non-IRA accounts.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

314 N. Spring Street, P. O. Box 1009, Searcy, AR, 72145

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
Employment History
Current Registrations
Crews & Associates, INC.
November 2013 - Present · 12 yrs 2 mos
Crews & Associates, INC. Broker
September 2001 - Present · 24 yrs 4 mos
Previous Registrations
Crews & Associates, INC.
August 2006 - February 2011 · 4 yrs 6 mos
Washington Square Securities, INC. Broker
August 1995 - September 2001 · 6 yrs 1 mo
Royal Alliance Associates, INC. Broker
July 1993 - September 1995 · 2 yrs 2 mos
Financial Services Investment Affiliate, INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
Buckhead Financial CorporationBroker
February 1991 - October 1991 · 8 mos
Pruco Securities Corporation Broker
September 1989 - March 1991 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
September 1989 - March 1991 · 1 yr 6 mos
Investment Management & Research, INCBroker
November 1988 - May 1989 · 6 mos
American Express Financial Advisors INC. Broker
July 1985 - November 1988 · 3 yrs 4 mos
Ids Financial Services INC.Broker
July 1985 - December 1986 · 1 yr 5 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barry Thomas Burch - Financial Advisor | AdvisorDiscover