Kensington Financial Group, Inc. is a registered investment advisor offering investment advisory services. At the start of a client relationship, Kensington discusses the client's investment experience and financial circumstances to develop a financial outline and investment plan. Kensington manages client investment portfolios on a discretionary basis. Financial planning is offered in conjunction with portfolio management services, addressing areas like cash flow, retirement, and insurance analysis.
Assets Under Management$150M
Clients769
Advisors2
Avg. per Client$190K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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