1. Do you operate portfolio minimums?
Answer - Yes for 3 Stream Portfolio accounts. For Prudent Portfolio accounts or commissioned trades no.
2. What are your Fees?
Answer - Our fees are tiered and range 1.5% down to 0.65% depending on the account and client situation.
3. If I have an adviser today can I work with Kensington?
Answer - Yes, we will provide our services and advise as we see them meeting your situation. Often we will work in concert with other advisers or planners who you have a relationship with.
2. Where are your clients located ?
Answer - Our clients are spread all across the USA with a focus on the East Coast.
5. What would you consider your speciality?
Answer - Within Kensington there is a specialised money manager operating two very distinct portfolio models. Within Northstar we have a long history of Comprehensive Financial Planning following the CALAID philosophy.
