Crews & Associates provides investment advice and portfolio management through various programs. These programs include both discretionary and non-discretionary managed accounts. Crews acts as a fiduciary, meaning they are legally required to act in your best interest. They offer advice on investments like stocks, bonds, mutual funds, and exchange traded funds, based on your financial situation and goals. Crews also uses third-party investment advisors in some cases.
Assets Under Management$150M
Clients336
Advisors31
Avg. per Client$440K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
31 Advisors at this firm
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