Overview

Headquarters
Long Beach, CA
Total Firm Assets
$310 million
Average High-Net-Worth Client Portfolio Size
$3.7 million

Fee Disclosure

Source: KENSINGTON INVESTMENT COUNSEL, LLC (2026-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $5,000,000 1.00%
$5,000,001 $15,000,000 0.75%
$15,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $52,500 1.05%
$10 million $90,000 0.90%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
96.17%
Number of High-Net-Worth Clients
81
Total Client Accounts
293
Discretionary Accounts
293

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
108012
  • KENSINGTON INVESTMENT COUNSEL, LLC (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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