AK
ChFC
AK
ChFC

Albert Krempa

29 Years of Experience
Sells Insurance

Albert Krempa is a ChFC-designated registered investment advisor at Krempa Associates INC., based in Fountainville, PA, with 29 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 50 clients with $75M in assets under management.

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

Fee Structure

Krempa Associates charges a percentage of the assets they manage or an hourly rate for their services. The percentage-based fee is negotiated with the client but generally does not exceed 1% of the assets managed. Fees are paid quarterly, in arrears.

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Location

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

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History

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 · 29 yrs 1 mo
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

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.

Exams
No exam information available for this advisor.