D. Kensinger is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Cedar Rapids, IA, with 43 years of industry experience. D. is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
50 Second Ave. Bridge, Cedar Rapids, IA, 52401
Get directionsD. operates under the DBA Kensinger & Co., LLC since 2013. D. also works part-time as a Tai Chi instructor at the YMCA, dedicating minimal time.
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.