Andrew Kent Toolson

Kinetic Investment Management, INC.

7 Years of Experience

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Firm Information

Kinetic Investment Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

1,252 clients

Average Client Portfolio

$278K average

Assets Under Management

$348.2M

Fee Structure

Minimum Investment:None

Financial Plan Fee:$1,000 - $10,000

Hourly Rate:$100 - $500/hr

Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

3051 W Maple Loop Drive, Suite 325, Lehi, UT, 84043

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Regulatory History (1)

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Financial

February 2024

Final

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Other 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.