Advisor at Crews & Associates, inc.
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Firm
Crews & Associates, inc.
Location
Searcy, AR 72143
Credentials
Series 63, Series 66
Industry experience
19 years
Michael Tharp is a financial advisor with Crews & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Crews & Associates since 2010. Outside of his advisory role, he works as a Loan Review Associate in credit analysis at First Security Bank. Crews & Associates, Inc. serves individuals, trusts, nonprofits, businesses, pension and profit-sharing plans, governmental entities, banks, and other institutions through wrap-fee advisory programs, separately managed accounts, and model-portfolio services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, and operates primarily on a non-discretionary basis with support from a team of about 16 advisors.
$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
1901 A East Race Street
Searcy, AR 72143
Arkansas
Crews & Associates, Inc.
2010 - Present (16 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Other specialized services
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFA®, Series 63
Searcy, AR
APEX Wealth Management
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Series 63, Series 65
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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