Kensington Financial is a leading financial advisory firm that provides expert financial guidance and services to individuals, families, and businesses. With a team of highly experienced and knowledgeable advisors, Kensington Financial prides itself on helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
Kensington Financial offers a wide range of financial services including investment planning, retirement planning, insurance planning, tax planning, and estate planning. Their team of advisors works closely with clients to understand their unique financial needs and develop personalized strategies to help them achieve their goals.
Facts and Insights
Kensington Financial has been in business for over 20 years and has a team of over 100 advisors. Their advisors have an average of 15 years of experience in the financial industry. With over $10 billion in assets under management, Kensington Financial has a proven track record of helping clients grow and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 100+ | 20+ years |
Financial Services Offered
Kensington Financial offers a comprehensive range of financial services to help clients reach their goals. Some of the services they offer include:
- Investment planning – helping clients build and manage their investment portfolios
- Retirement planning – creating personalized plans to ensure a secure retirement
- Insurance planning – identifying and mitigating potential risks and providing protection for clients and their families
- Tax planning – developing strategies to minimize tax liability and maximize wealth
- Estate planning – ensuring clients’ assets are distributed according to their wishes and minimizing estate taxes
Client Types
Kensington Financial works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals and executives
- Families and individuals planning for retirement
Fees & Compensation
Kensington Financial is a fee-based financial advisory firm, meaning they charge a percentage of the assets they manage. This ensures that their interests are aligned with their clients’ best interests and they are committed to helping clients grow their wealth.
Background
Kensington Financial was founded in 1999 by John Smith, a highly experienced and respected financial advisor. Since then, the firm has grown to become one of the top financial advisory firms in the country, with a strong reputation for providing expert financial guidance and exceptional client service.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s important for clients to be aware of any potential conflicts of interest. At Kensington Financial, their advisors are committed to transparency and always act in their clients’ best interests. Some important disclosures to note include:
- Some advisors at Kensington Financial may be registered representatives of a broker-dealer or an insurance agent, which may create potential conflicts of interest.
- Kensington Financial may receive commissions or other forms of compensation from third-party products or services recommended to clients. However, their advisors are committed to only recommending products and services that are in their clients’ best interests.
- Some advisors at Kensington Financial may also offer services through outside business activities, which must be disclosed to clients and approved by the firm.