Kensington Financial Advisors offers wealth management services designed to integrate your tax, estate, and investment needs. Services include investment management (both discretionary and non-discretionary) and financial planning. Investment advice is tailored to your individual needs and objectives. They also offer consulting services on an as-requested basis.
Assets Under Management$160M
Clients91
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$80M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8.0M - $16.0M | 0.50% |
| $16M+ | 0.40% |
Fees are negotiable. In limited circumstances, Kensington Financial Advisors may charge up to 1.50% for accounts less than $500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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