Advisor at Crews & Associates, inc.
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Firm
Crews & Associates, inc.
Location
Searcy, AR 72143
Credentials
Series 63, Series 66
Industry experience
44 years
James Liles is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Crews & Associates since 2012. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, governmental entities, and institutions. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis and uses Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.
$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
2800 East Race Street
Searcy, AR 72143
Arkansas
Crews & Associates, Inc.
2012 - Present (14 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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CFA®, Series 63
Searcy, AR
APEX Wealth Management
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Series 65
Searcy, AR
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