Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,001.
Fee Estimator
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
Advisor Information
Office location
521 President Clinton Ave., Suite 800, Little Rock, AR, 72201
Get directionsRegulatory 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
Carter is involved in three outside business activities. He works in sales for First Security Finance, is the owner of Rook Holdings LLC (residential property), and owns part of C&A FAB d/b/a Chute Outdoors, spending minimal time on the latter two.