BL
CFP
BL
CFP
Benjamin Lupu is a CFP-designated registered investment advisor at Kensington Ami, LLC, based in Burbank, CA, with 18 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $80M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$80.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range between 1% and 2% of total assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2600 West Olive Ave, 5th Floor, Burbank, CA, 91505
Get directionsHistory
Regulatory History (1)
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Criminal
December 1975Final Disposition
Employment History
Current Registrations
Kensington Ami, LLC
March 2008 - Present · 18 yrs 7 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
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