CFP

Benjamin Lupu

18 Years of Experience

Burbank, CA

1 Disclosure

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.

Kensington Ami, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

54 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$72.0M

Fee Structure

Planning is included in investment management

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.

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Location

2600 West Olive Ave, 5th Floor, Burbank, CA, 91505

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History

Regulatory History (1)

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Criminal

December 1975

Final Disposition

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Employment History

Current Registrations

Kensington Ami, LLC

March 2008 - Present · 18 yrs 1 mo

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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