TrueAdvisor
TrueAdvisor
BB
BB

Barry Thomas Burch

Crews & Associates, INC.
40 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Crews & Associates, INC.
Compensation
Fee-Only (AUM)
Firm Size
32 advisors
Number of Clients
336 clients
Average Client Portfolio
$445K average
Assets Under Management
$149.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

314 N. Spring Street, P. O. Box 1009, Searcy, AR, 72145

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Crews & Associates, INC.
November 2013 - Present · 12 yrs 3 mos
Crews & Associates, INC.Broker
September 2001 - Present · 24 yrs 5 mos
Previous Registrations
Crews & Associates, INC.
August 2006 - February 2011 · 4 yrs 6 mos
Washington Square Securities, INC.Broker
August 1995 - September 2001 · 6 yrs 1 mo
Royal Alliance Associates, INC.Broker
July 1993 - September 1995 · 2 yrs 2 mos
Financial Services Investment Affiliate, INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
Buckhead Financial CorporationBroker
February 1991 - October 1991 · 8 mos
Pruco Securities CorporationBroker
September 1989 - March 1991 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
September 1989 - March 1991 · 1 yr 6 mos
Investment Management & Research, INCBroker
November 1988 - May 1989 · 6 mos
American Express Financial Advisors INC.Broker
July 1985 - November 1988 · 3 yrs 4 mos
Ids Financial Services INC.Broker
July 1985 - December 1986 · 1 yr 5 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.