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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.