Krempa Associates provides personal insurance, investment management, and financial planning services. Investment management is offered to 401(k) plans through an online platform. Financial planning is provided on an hourly basis, covering retirement, college funding, asset protection, and more. Katie Burke provides fee-only financial planning services through E Money© Platform, with ongoing advice available on a monthly retainer.
Assets Under Management$75M
Clients50
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$25M
Fee Structure
Krempa Associates charges a percentage of the assets they manage or an hourly rate for their services. The percentage-based fee is negotiated with the client but generally does not exceed 1% of the assets managed. Fees are paid quarterly, in arrears.
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