Garrison Marshall is a registered investment advisor at Crews & Associates, INC., based in Little Rock, AR, with 4 years of industry experience. Garrison 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
4007 N Rodney Parham Rd, Little Rock, AR, 72212
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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
Garrison is an officer of Gilmer Rosier Holdings LLC, an investment holdings company started in 2019, requiring minimal time. He also works as an analyst for FMI, an affiliate investment-related business, dedicating a few hours per week to analytical, trading, and report presentation support.
Employment History
Current Registrations
Crews & Associates, INC.
Crews & Associates, INC.Broker
Previous Registrations
Financial Management, INC.
State Registrations1 state
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