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Ronald Wylie

Advisor at Crews & Associates, inc.

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Crews & Associates, inc. logo

Firm

Crews & Associates, inc.

Location

Clarksville, AR 72830

Credentials

Series 66

Industry experience

27 years

About

Ronald Wylie is a financial advisor at Crews & Associates, Inc. with 27 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2003. Outside of his advisory role, he is president of M. Wylie Golf Concepts, a golf club repair and instruction business he has operated since 1996. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, and governmental entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis along with Riskalyze’s Nitrogen tool to tailor investment strategies, operating primarily on a non-discretionary basis with client authority over trade decisions.

Client services

Based on Crews & Associates, inc.

Financial planning Portfolio management

Expertise

Based on Crews & Associates, inc.

Wealth management Passive / index investing

Fee options

Percentage

$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

Other

Account minimum: $50,000 Fee-only: Standard advisory fees based on assets under management as per tiered schedule; fees are negotiable

Location

214 Main Street

Clarksville, AR 72830

Most active in

Arkansas

Work history

Crews & Associates, Inc

2003 - Present (23 years)

M. Wylie Golf Concepts

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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