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)
Crews & Associates, Inc. is an SEC-registered investment adviser offering discretionary and non-discretionary separately managed accounts. They provide investment advice and portfolio management services through various programs, including Crews Investment Advisory and Crews Portfolio Strategy Program. They may utilize third-party investment advisers. Investment recommendations are based on client goals, needs, objectives, risk tolerances, and specific economic situations.
| 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 over $2,000,001 are negotiated. The Model Portfolio program has slightly different tiers, but the highest rate is used for the last tier.
521 President Clinton Avenue, Suite 800, Little Rock, AR, 72201