Kensington Wealth Management provides continuous portfolio management and financial planning services to individuals, high-net-worth individuals, businesses, and charitable organizations. Kensington Wealth Management creates customized investment portfolios based on each client's financial condition, risk tolerance, and investment objectives, utilizing various securities such as stocks, exchange-traded funds, mutual funds, fixed income, options, and commodities. The firm operates with full authority to make trades on behalf of clients without asking first. Additionally, Kensington Wealth Management offers access to third-party investment managers through its custodian platforms. For financial planning, Kensington Wealth Management provides guidance on retirement planning, budgeting, estate planning, college planning, and cash flow analysis. Clients' assets are held at qualified custodians like Interactive Brokers and Charles Schwab. The firm is led by Moses Silver and is affiliated with a registered broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Household accounts are combined to determine the applicable fee rate.