Kensington Investment Counsel provides personalized investment management services for individuals, trusts, corporations, and retirement organizations. Founded in 1994 and based in Long Beach, California, the firm builds customized portfolios using fundamental and technical analysis, offering strategies such as Large Cap Core, Persistent Dividend, Mid Cap, Income Equity, and balanced portfolios. Kensington Investment Counsel manages portfolios on a discretionary basis, making investment decisions based on each client's specific goals, time horizons, and risk tolerance. The firm primarily recommends Charles Schwab & Co. for custody and execution services while maintaining an independent approach to portfolio construction and research.
Fee Structure
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 accounts above $15 million. Minimum fees, account minimums, and existing client fee rates may vary.