Zaheer Poptani is a registered investment advisor at Asempa Wealth Advisors, based in Baton Rouge, LA, with 20 years of industry experience. Zaheer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 88 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
8440 Jefferson Hwy, Suite 401, Baton Rouge, LA, 70809
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Zaheer is the CEO of PopRose Inc dba WealthTeamWork, a financial advisor app, dedicating about a quarter of his time during trading hours and minimal time outside of trading hours. He also serves as a board member for ParkZen and Max Boring, spending minimal time on each and receiving no compensation.
Employment History
Current Registrations
Asempa Wealth Advisors
Previous Registrations
Dent Wealth Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations1 state
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.