Asempa is a registered investment advisor based in Baton Rouge, Louisiana, that provides ongoing portfolio management services to individuals and high-net-worth clients. The firm tailors its investment strategies to each client's specific goals, time horizon, and risk tolerance, creating a personalized investment policy statement for every relationship. Asempa's portfolio management covers asset allocation, security selection, and regular monitoring, with the authority to make trades without asking clients first. The firm primarily invests in mutual funds, fixed income securities, real estate funds, exchange-traded funds, equities, annuities, commodities, and private placements. In addition to traditional brokerage accounts, Asempa manages employer-sponsored retirement accounts through a third-party platform. Asempa does not participate in wrap fee programs and operates under a fiduciary standard, meaning the firm is legally required to act in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.