David Fuhrman is a CFA, CFP-designated registered investment advisor at Kensington Financial Advisors LLC, based in Roseland, NJ, with 24 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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% |
In limited circumstances, the firm may charge an annual management fee up to 1.50% for accounts less than $500,000. Fees are negotiable.
Fee Estimator
Location
101 Eisenhower Parkway, Suite 300, Roseland, NJ, 07068
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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
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.
Exams
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