Andrew Toolson
Andrew Toolson is a registered investment advisor at Kinetic Investment Management, INC., based in Lehi, UT, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.
Location
3051 W Maple Loop Drive, Suite 325, Lehi, UT, 84043
Get directionsHistory
Regulatory History (1)
Financial
February 2024Other Business ActivitiesSells Insurance
Andrew is the President and Sole Proprietor of Toolson Capital Management, LLC, an insurance and investment agency, dedicating approximately 60 hours per month to overseeing marketing and operations. He also engages in rideshare driving and sports officiating.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Verity Asset Management
Horter Investment Management, LLC
Girard Securities, INC.
Key Investment Services LLC
Charles Schwab & CO., INC.
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.
Exams
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