David Behel is a registered investment advisor at Crews & Associates, INC., based in Searcy, AR, with 21 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 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
Location
314 N. Spring Street, P. O. Box 1009, Searcy, AR, 72145
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
David works as a loan officer at First Security Bank, spending nearly full-time originating loans. He also holds various volunteer positions, including Vice-President & Board Member for Habitat for Humanity, Finance Chair for a House of Rep seat campaign, Board member for McRae Elementary School PTO, and Treasurer/Board Member for Main Street Searcy.
Employment History
Current Registrations
Crews & Associates, INC.
Crews & Associates, INC.Broker
Previous Registrations
Crews & Associates, INC.
State Registrations4 states
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