James Edgar Liles

Crews & Associates, INC.

44 Years of Experience

1 DisclosureBroker

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 Management	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 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

2800 East Race Street, Searcy, AR, 72143

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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

October 2008

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Crews & Associates, INC.

February 2016 - Present · 10 yrs

Crews & Associates, INC.Broker

June 2012 - Present · 13 yrs 8 mos

Previous Registrations

Morgan Keegan & Company, INC.

August 2003 - June 2012 · 8 yrs 10 mos

Morgan Keegan & Company, INC.Broker

April 2001 - June 2012 · 11 yrs 2 mos

Regions Investment Company, INC.Broker

September 1998 - April 2001 · 2 yrs 7 mos

First Commercial Investments, INC.Broker

August 1997 - October 1998 · 1 yr 2 mos

Morgan Keegan & Company, INC.Broker

November 1989 - August 1997 · 7 yrs 9 mos

T. J. Raney & Sons, INC.Broker

April 1981 - October 1988 · 7 yrs 6 mos

Umic, INC.Broker

April 1980 - May 1981 · 1 yr 1 mo

State Registrations15 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.