Kensington Investment Counsel provides investment advisory services, including buying and selling securities and structuring portfolios to maximize performance. Investment objectives are established with each client, considering economic, securities markets, industry, and company factors. Kensington manages each account individually based on the client's investment objectives and does not participate in wrap fee programs.
Assets Under Management$300M
Clients108
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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