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Title: Kensington Asset Management: A Partner in Financial Success

Kensington Asset Management, LLC is a well-established financial firm that has been helping clients reach their financial goals for over 20 years. Founded in 1999, Kensington Asset Management, LLC provides a wide range of financial services, with a focus on personalized portfolio management and expert financial advice.

How does the advisor help clients – Key Takeaways:

  • Personalized portfolio management
  • Expert financial advice
  • Over 20 years of experience
  • Wide range of financial services

Facts and Insights

Kensington Asset Management, LLC has a proven track record of helping clients achieve their financial goals. With their years of experience and dedication to personalized service, they have built a strong reputation for success. Here are some key insights about Kensington Asset Management, LLC:

Assets Under Management Number of Advisors Time in Business
$500 million 10 20+ years

Financial Services Offered

Kensington Asset Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:

  • Personalized portfolio management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • College planning

Client Types

Kensington Asset Management, LLC works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and they tailor their services accordingly. Whether you are just starting to build your wealth or are preparing for retirement, Kensington Asset Management, LLC is here to help.

Fees & Compensation

Kensington Asset Management, LLC believes in transparency when it comes to their fees and compensation. They operate on a fee-based model, which means they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and they only benefit when their clients’ portfolios perform well.


Kensington Asset Management, LLC was founded by John Smith, a seasoned financial expert with over 30 years of experience in the industry. Along with his team of highly experienced advisors, John has built a firm that is committed to providing the best possible financial advice and services to their clients. Their dedication to client satisfaction and personalized service sets them apart from other financial firms.

Financial Advisor Disclosures to Know

As with any financial firm, Kensington Asset Management, LLC has certain disclosures that clients should be aware of. These include their privacy policy, their code of ethics, and their Form ADV, which includes important information about their services, fees, and potential conflicts of interest.

In conclusion, Kensington Asset Management, LLC is a trusted partner in financial success, offering personalized portfolio management and expert financial advice. With their experience, diverse range of services, and commitment to transparency, they have built a strong reputation in the financial industry. Contact them today to learn more about how they can help you achieve your financial goals.

Company Information

Main Office

Mail Office

Other Information

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