John Micetich is a registered investment advisor at Kensington Financial, based in San Diego, CA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kensington Financial charges a fixed fee quarterly, not a percentage of your assets. For clients with assets between $500,000 and $1,500,000, the typical fee is $400 per quarter. For those with $1,500,000 to $2,500,000, it's $450 per quarter. Clients with over $2,500,000 pay over $500 per quarter. The fee is negotiable based on the complexity of your situation. Clients pay fees in advance each quarter, and there's no obligation to renew beyond three months.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kensington Financial
State Registrations1 state
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