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

521 President Clinton Ave., Suite 800, Little Rock, AR, 72201

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Crews & Associates, INC.
August 2023 - Present · 2 yrs 5 mos
Crews & Associates, INC. Broker
January 2023 - Present · 3 yrs
State Registrations12 states
ARAZCACODCMNORPASDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.