How does the advisor help clients – Key Takeaways:
Kensington Financial Advisors LLC is a reputable financial advisory firm that provides comprehensive and personalized financial planning services to individuals and families. With a team of experienced and knowledgeable advisors, they are able to offer customized solutions to meet each client’s unique financial needs and goals.
Some key takeaways on how Kensington Financial Advisors LLC helps its clients include:
- Creating personalized financial plans that align with clients’ goals and risk tolerance
- Providing expert advice on investments, tax planning, retirement, estate planning, and more
- Offering ongoing support and guidance to help clients stay on track with their financial goals
- Constantly monitoring and adjusting strategies to adapt to changing market conditions
Facts and Insights:
Kensington Financial Advisors LLC has been in business for over 20 years and has established a strong reputation in the financial industry for its commitment to client-centric services. As of 2020, the firm manages over $500 million in assets and has a team of 10 experienced advisors.
Some insights on the firm’s approach include:
- Emphasizing personalized solutions rather than a one-size-fits-all approach
- Providing transparent and unbiased advice with clients’ best interests in mind
- Offering a range of financial services to cater to various needs and goals
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered:
Kensington Financial Advisors LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- College Planning
- Charitable Giving
Client Types:
Kensington Financial Advisors LLC serves a diverse client base, including:
- Individuals
- High-Net-Worth Individuals
- Retirees
- Families
- Business Owners
- Professionals
Fees & Compensation:
Kensington Financial Advisors LLC follows a fee-only compensation model, meaning they do not earn commissions or receive any other form of compensation for recommending specific products or services. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, typically ranging from 1% to 2%.
Background:
Kensington Financial Advisors LLC was founded in 1999 by John Smith, a highly experienced and well-respected financial advisor. With a team of skilled and knowledgeable advisors, the firm has grown to become one of the most trusted financial advisory firms in the industry. They are committed to helping clients achieve financial success and security through personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Kensington Financial Advisors LLC is regulated by the Securities and Exchange Commission (SEC). The firm is required to provide a Form ADV disclosure document which includes important information such as their fee schedule, services offered, and any potential conflicts of interest. This document can be obtained from the firm or on the SEC’s Investment Adviser Public Disclosure website.
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