Samuel Adams
Samuel Adams is a registered investment advisor at Kinetic Investment Management, INC., based in Glendale, CA, with 8 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 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 offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.
Location
701 North Brand Boulevard, Suite 830, Glendale, CA, 91203
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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.