KENSINGTON WEALTH MANAGEMENT, LLC

Overview

Kensington Wealth Management, LLC is a privately owned limited liability company that advises individual and family clients. The firm functions as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Kensington is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser services. The firm also reports an industry affiliation with a broker-dealer.

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Location & Offices