DM
DM

Damon Meyer

25 Years of Experience
Broker

Damon Meyer is a registered investment advisor at Crews & Associates, INC., based in Little Rock, AR, with 25 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 336 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
336 clients
Average Client Portfolio
$445K average
Assets Under Management
$149.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4007 N Rodney Parham Rd, Little Rock, AR, 72212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Damon is a board member for FMI, an investment-related business, since June 2022. This takes a few hours per week during trading hours.

Employment History
Current Registrations
Crews & Associates, INC.
August 2017 - Present · 8 yrs 8 mos
Crews & Associates, INC.Broker
July 2016 - Present · 9 yrs 9 mos
Previous Registrations
Simmons First Capital Management, INC.
December 2014 - September 2015 · 9 mos
Simmons First Investment Group, INC.
February 2001 - July 2016 · 15 yrs 5 mos
Simmons First Investment Group, INC.Broker
June 2000 - July 2016 · 16 yrs 1 mo
State Registrations1 state
AR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.