William Krempa
William Krempa is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fountainville, PA, with 35 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5039 Swamp Road Suite 403, P O Box 418, Fountainville, PA, 18923
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Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
William is a W2 employee at Krempa Associates, Inc. focusing on insurance, benefits, and human resources, taking about half of his time. He also owns Krempa Family Properties, LLC (real estate) and Krempa Family Racing, LLC (sport/fitness/gaming), dedicating minimal time and about 10-20% of his time respectively, and is an advisory rep of a RIA, spending nearly full-time on this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Krempa Associates INC.
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.