Krempa Associates INC.
Assets Under Management
$75.0M
Number of Clients
50
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Krempa Associates, Inc. and Krempa Associates, Inc. RIA provide personal insurance, investment management (primarily 401(k) plans), and financial planning services. Financial planning is offered on an hourly basis, covering retirement, college funding, asset protection, divorce, marriage, and budgeting.
Fee Structure
Fees are charged either as a percentage of assets under management or on an hourly rate. 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. Katie Burke provides financial planning services through E Money© Platform. Ongoing advice can be purchased on a monthly retainer for any specific concerns or needs.
Areas of Practice
Location
5039 Swamp Road Suite 403, Fountainville, PA, 18923-0418