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ChFC

Albert Charles Krempa

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
50 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$75.0M

Fee Structure

Hourly Rate:Up to $200/hr

Fees are charged as a percentage of assets under management or on an hourly basis. AUM fees are negotiated but generally do not exceed 1% annually. Hourly fees are also negotiated, but do not generally exceed $200/hour. Retainer fees can be negotiated. Financial planning services are provided on an hourly rate.

Areas of Practice
Retirement PlanningEducation PlanningDivorce PlanningFinancial Planning & CoachingInvestment ManagementInsurance Planning
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Advisor Information

Office location

5039 Swamp Road Suite 403, P O Box 418, Fountainville, PA, 18923

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert is the president of Krempa Associates, Inc, an insurance and investment sales company, dedicating nearly full-time hours to it. He also co-owns a rental condo with his wife and has an ownership stake in Krempa Family Property Management, LLC, spending minimal time on it. Additionally, Albert serves on the board of directors for the Boy Scouts of America.

Employment History
Current Registrations
Krempa Associates INC.
March 1997 - Present · 28 yrs 10 mos
Previous Registrations
Ic Advisory Services, INC.
September 2006 - December 2013 · 7 yrs 3 mos
Hornor, Townsend & Kent, INC.
April 2004 - September 2006 · 2 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Albert Charles Krempa - Financial Advisor | AdvisorDiscover