Crews & Associates, Inc

CRD#8052
Investment Advisor Firm

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

    • Overview

    Crews & Associates, Inc is located at 521 President Clinton Avenue, Little Rock, AR. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Crews & Associates, Inc is a registered broker-dealer.

    Crews & Associates, Inc oversees $112.4 million in assets under management across 270 accounts, of which 45 are discretionary and 225 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, charitable organizations, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Crews & Associates, Inc is asset-based. The firm has 44 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, and an insurance company or agency.

    Crews & Associates, Inc is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Louisiana, Missouri, New York, North Dakota, Pennsylvania, Tennessee, and Texas.

    Assets Under Management

    $112.4 million

    Number of Advisors

    16

    Disclosures

    No

    Office Location

    521 President Clinton Avenue
    Little Rock, AR 72201

    Crews & Associates, Inc by the Numbers

    Total Assets Under Management

    $112.4 million

    National Average: $8.6 billion
    Total Number of Employees

    130

    National Average: 64
    Total Number of Accounts

    270

    National Average: 375,227
    Average Account Size

    $416.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Crews & Associates, Inc offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. In the last fiscal year, Crews & Associates, Inc provided financial planning services to 45301 of its accounts. The Company is not involved in selling products or offering services apart from investment advice to its investment advisory clients.

    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

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    Fee Structure

    Fees for financial management usually depend on which services the firm provides the client. Fees charged by Crews & Associates, Inc typically consist of the following fee structure: asset-based.Wrap fee programs, or the practice of bundling services for a single fee, are offered by Crews & Associates, Inc.

    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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      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.

    • 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 32% of firms that offer this fee type

      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.

    • 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

    The firm manages money for a broad range of investors. It caters to retail investors, high net worth investors, charitable organizations, insurance companies, and corporations. Out of its 5 clients, Crews & Associates, Inc's biggest client type by number of accounts is high net worth investors, but it also caters to 44 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 1.97%
    • Other Individuals - 97.62%
    • Corporations - 0.31%
    • Charitable Organizations - 0.09%

    * 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

    Crews & Associates, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Crews & Associates, Inc

    Jacob Roberts
    Little Rock, AR
    Jason Jennings
    Little Rock, AR
    James Gould
    Little Rock, AR
    William Harper
    Little Rock, AR
    Mark Counts
    Little Rock, AR
    Anthony Brainerd
    Mountain Home, AR
    James Liles
    Searcy, AR
    Spencer Stone
    Little Rock, AR
    Garrison Marshall
    Little Rock, AR

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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