Kensington Ami, LLC

Kensington A.M.I. LLC is a registered investment adviser based in Burbank, CA, established in January 2008 by Benjamin Lupu, a Certified Financial Planner (CFP®). The firm specializes in providing investment advisory services, financial planning, and economic analysis. They offer management of total return, growth, and income portfolios, as well as non-securities related financial planning services. Kensington A.M.I. serves individuals, high net worth individuals, and pension and profit sharing plans. The firm does not participate in wrap fee programs and has over $72 million in assets under management as of January 2025. Fees at Kensington A.M.I. are negotiable and typically range between 1% and 2% of total assets under management. Clients may receive financial planning services free of charge at the discretion of the adviser. The firm does not charge performance-based fees. Investment discretion is granted to the adviser to make decisions on securities, brokers, and commission rates. Clients are encouraged to name a Trusted Contact and are responsible for accurate disclosures and informed decision-making. The adviser maintains data security through Fidelity Institutional Wealth Services. Benjamin Lupu, the principal executive officer, has a background in financial planning and investment management. He holds the CFP® designation and has over 20 years of experience in the industry. Mr. Lupu has a clean disciplinary record and is the supervising member of the firm. The firm's financial condition is stable, and Mr. Lupu does not engage in any other business activities for compensation. Clients are assured of Mr. Lupu's commitment to ethical conduct and fiduciary responsibilities.