David Fuhrman is a CFA, CFP-designated registered investment advisor at Kensington Financial Advisors LLC, based in Roseland, NJ, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $160M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8.0M - $16.0M | 0.50% |
| $16M+ | 0.40% |
Fees are negotiable. In limited circumstances, Kensington Financial Advisors may charge up to 1.50% for accounts less than $500,000.
Fee Estimator
Location
101 Eisenhower Parkway, Suite 300, Roseland, NJ, 07068
Get directionsHistory
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
David has been a director of Bush Refrigeration Inc. since 2012, a nationwide distributor of commercial refrigeration equipment. He devotes about 10-20% of his time to this activity.
Employment History
Current Registrations
Kensington Financial Advisors LLC
Previous Registrations
Oberlin Financial CORP.
Fuhrman Management Associates, INC.
Nathan & Lewis Securities, INC.
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.