Kensington Wealth Management offers portfolio management services, tailoring portfolios to client needs with investments in equities, ETFs, mutual funds, and fixed income. They manage assets on a discretionary basis. KWM also offers financial planning services, including retirement, budget, estate, and college planning, tailored to client needs. Clients are not obligated to act on KWM's recommendations.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...