Crewe Advisors

CRD#173920
Investment Advisor Firm

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Learn more about Crewe Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Crewe Advisors is an advisory firm located in Salt Lake City, Utah. The company manages $1.3 billion in total assets throughout 1,044 accounts, making it one of the biggest firms in the United States by assets under management (AUM). The firm has a small group, including 14 financial advisors. Crewe Advisors does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as stocks, options and bonds.

    Crewe Advisors administers 1,037 of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring client authorization. The company also administers seven non-discretionary accounts with a total of $910,357 in AUM. The advisory firm manages roughly $1.2 million in assets for each client account. An average advisor at Crewe Advisors manages around 75 client accounts, making it about average in terms of personalization.

    The firm's central office is located at 460 W. 50 N. 5Th Floor, Salt Lake City, Utah 84101. Crewe Advisors is legally registered to serve clients throughout a few states, including Arizona, California, Louisiana, Maine, Nevada, Texas, Utah and Washington.

    Assets Under Management

    $1.3 billion

    Number of Advisors

    14

    Disclosures

    No

    Office Location

    460 W. 50 N. 5Th Floor
    Salt Lake City, UT 84101

    Crewe Advisors by the Numbers

    Total Assets Under Management

    $1.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    1,044

    National Average: 375,227
    Average Account Size

    $1.2 million

    National Average: $23.0 thousand
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    Products and Services

    Crewe Advisors provides a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the last fiscal year, it provided financial planning services to 251-500 of its clients. The firm does not sell products or offer services apart from investment advice to its investment advisory accounts. The firm is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by the company can consist of the following fee types: asset-based, hourly or fixed. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Crewe Advisors manages money for a number of different clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,044 clients, Crewe Advisors's largest client group by number of accounts is high net worth investors, but it also serves 195 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 55.4%
    • Other Individuals - 31.53%
    • Corporations - 7.95%
    • Charitable Organizations - 5.11%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Crewe Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Crewe Advisors

    Joshua Hancock
    Salt Lake City, UT
    Marshall Nelson
    Salt Lake City, UT
    Jarrod Perry
    Salt Lake City, UT
    Kristi Yamano
    Scottsdale, AZ
    Michael Bennett
    Salt Lake City, UT
    Ashley Landon
    Salt Lake City, UT
    Jason Miller
    Salt Lake City, UT
    Megan Slatter
    Salt Lake City, UT
    Rylie Halliday
    Salt Lake City, UT

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