Advisor at Crews & Associates, inc.
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Firm
Crews & Associates, inc.
Location
Conway, AR 72032
Credentials
Series 63, Series 66
Industry experience
16 years
Derek Whitehead is a financial advisor at Crews & Associates, Inc. in Conway, Arkansas, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Crews & Associates since 2009. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model portfolios.
$50,000 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: Negotiated
Account minimum: $50,000 Fee-only: Standard advisory fees based on assets under management as per tiered schedule; fees are negotiable
1001 Front Street
Conway, AR 72032
Arkansas
Crews & Associates, Inc.
2009 - Present (17 years)
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Series 63, Series 65
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