Kensington A.M.I. is a registered investment advisor founded in 2008 and led by Benjamin Lupu, a Certified Financial Planner. The firm manages investment portfolios tailored to growth, income, and total return strategies for individuals, high net worth individuals, trusts, estates, retirement accounts, and pension plans. Kensington A.M.I. evaluates public and private securities using fundamental, technical, cyclical, and economic analysis. In addition to portfolio management, Kensington A.M.I. offers financial planning services covering estate planning, tax strategies, and college savings. The firm does not sell financial products for commissions or charge performance-based fees, operating instead on a fee structure based on a percentage of the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically range between 1% and 2% of total assets under management per year.