Kensington A.M.I. LLC offers investment management for individuals, high net worth individuals, and retirement plans. Services include managing total return, growth, and income portfolios. The firm also provides financial planning services, including estate, tax, and college savings advice. Kensington A.M.I. does not participate in wrap fee programs.
Assets Under Management$72M
Clients54
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management
Kensington A.M.I. charges an annual management fee, typically between 1% and 2% of the value of your investments. The exact fee is negotiable and depends on your needs and the complexity of your investment goals. Financial planning services may be included at no extra charge, at the advisor's discretion.
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