Benjamin Lupu is a CFP-designated registered investment advisor at Kensington Ami, LLC, based in Burbank, CA, with 18 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kensington A.M.I. charges an annual management fee, typically between 1% and 2% of the value of your investments. The exact fee is negotiable and depends on your needs and the complexity of your investment goals. Financial planning services may be included at no extra charge, at the advisor's discretion.
Location
2600 West Olive Ave, 5th Floor, Burbank, CA, 91505
Get directionsHistory
Regulatory History (1)
Criminal
December 1975Employment History
Current Registrations
Kensington Ami, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.