Asempa Wealth Advisors

Fee-Only (% of Portfolio)

Asempa, LLC offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Asempa creates an Investment Policy Statement for each client. Asempa requests authority to make trades without asking clients first. Asempa generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$260M
Clients88
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm