Kensington Securities offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes and retirement, review insurance, and fund education. Kensington Securities manages assets through wrap programs and also offers consulting services for qualified plans. The firm's managing member is affiliated with entities that sell insurance products.
Assets Under Management$74M
Clients120
Advisors1
Avg. per Client$620K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $6.0M | 1.25% |
| $6M+ | 1.00% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. These fees are for fee based variable and fixed index annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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