Samuel Adams
Samuel Adams is a registered investment advisor at Kinetic Investment Management, INC., based in Glendale, CA, with 9 years of industry experience. Samuel 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
701 North Brand Boulevard, Suite 830, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
Regulatory
January 2012Other Business ActivitiesSells Insurance
Samuel is the Director of Sales & Marketing at RTA & Associates Financial & Insurance Services since 2010, offering financial and insurance services. This takes about half of Samuel's time.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Foundations Investment Advisors LLC
State Registrations2 states
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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