Crews & Associates, INC.
Assets Under Management
$149.4M
Number of Clients
336
Number of Advisors
32
Average Client AUM
$445K
AUM per Advisor
$4.7M
Compensation
Fee-Only (AUM)
About This Firm
Crews is an SEC-registered investment adviser and broker-dealer, offering discretionary and non-discretionary separately managed accounts. They act as a fiduciary, prioritizing client interests and disclosing conflicts. Services include investment advice, portfolio management, transaction execution, custody, and reporting. They utilize third-party managers and offer tailored investment recommendations based on individual client needs and risk tolerance.
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
Location
521 President Clinton Avenue, Suite 800, Little Rock, AR, 72201