MT
CFP
MT
CFP

Mawuena Takyi

16 Years of Experience
Baton Rouge, LA

Mawuena Takyi is a CFP-designated registered investment advisor at Asempa Wealth Advisors, based in Baton Rouge, LA, with 16 years of industry experience. Mawuena 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
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
88 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$256.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8440 Jefferson Hwy, Suite 401, Baton Rouge, LA, 70809

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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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Employment History
Current Registrations
Asempa Wealth Advisors
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Dent Wealth Advisors
November 2009 - October 2023 · 13 yrs 11 mos
State Registrations1 state
LA
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.