Kensington Financial Advisors provides wealth management services designed to integrate your overall tax, estate, and investment needs. Operating out of Roseland, New Jersey, the firm offers both discretionary and non-discretionary investment management, along with financial planning services that cover cash flow, tax planning, retirement planning, and estate planning. Kensington Financial Advisors builds customized portfolios or utilizes model portfolios tailored to your individual risk tolerance and investment objectives. In addition to individual wealth management, the firm offers consulting services and pension consulting for employee benefit plans. The firm requires clients to hold their accounts at Charles Schwab & Co., Inc. as qualified custodian.
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% |
In limited circumstances, the firm may charge an annual management fee up to 1.50% for accounts less than $500,000. Fees are negotiable.