Jeffrey Wimbish is a registered investment advisor at Kensington Investment Counsel, based in Long Beach, CA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $300M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for new Equity, Balanced and Fixed Income accounts above $15 million. From time to time, certain accounts may be managed for lower fees.
Fee Estimator
Location
444 W. Ocean Blvd., Suite 1618, Long Beach, CA, 90802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kensington Investment Counsel
State Registrations1 state
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