JL

James Edgar Liles

44 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

2800 East Race Street, Searcy, AR, 72143

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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
October 2008
Closed-No Action
Employment History
Current Registrations
Crews & Associates, INC.
February 2016 - Present · 9 yrs 11 mos
Crews & Associates, INC. Broker
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2003 - June 2012 · 8 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2001 - June 2012 · 11 yrs 2 mos
Regions Investment Company, INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
First Commercial Investments, INC.Broker
August 1997 - October 1998 · 1 yr 2 mos
Morgan Keegan & Company, INC.Broker
November 1989 - August 1997 · 7 yrs 9 mos
T. J. Raney & Sons, INC.Broker
April 1981 - October 1988 · 7 yrs 6 mos
Umic, INC.Broker
April 1980 - May 1981 · 1 yr 1 mo
State Registrations15 states
ALARCACOFLKSLAMONCNVOHOKTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.