Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
General Information |
| Firm Start Year: | 2013 | |
| No.of Employees: | 2-4 | |
| Gender: | Male |
| States Licensed in: | MI; GA |
| Number of Years with Current Firm: | 8 |
| I work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your office, Via Email, Via Phone, At my office, Our Offices, Video Conference, At your home |
Qualifications & Memberships |
| Financial Organization Memberships: | American Institute of Certified Public Accountants (AICPA), Garrett Planning Network |
Firm Information |
| Assets Managed by Firm: | $45M |
| Assets Managed by Advisor: | $84M |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Compensation Methods: | Hourly, Based on Assets |
| Fee % Based on Assets: | 0.7%-0.9% |
| Hourly Rate: | $150 |
| Organization: | City of Grand Rapids Retirement System Grand Rapids |
| Position : | Board Member |
| Duration : | 2016-Currently holding |
| MBA - Management |
Michigan State University - East Lansing
- 2009 |
| Bachelor - Finance |
Michigan State University - East Lansing
- 2000 |
Phillips past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Ada | Allendale |
| Alto | Bailey |
| Belding | Belmont |
| Byron Center | Caledonia |
| Casnovia | Cedar Springs |
| Clarksville | Comstock Park |
| Conklin | Coopersville |
| Dorr | Freeport |
| Grand Haven | Grand Rapids |
| Grandville | Greenville |
| Hamilton | Holland |
| Hopkins | Hudsonville |
| Jenison | Kent City |
| Lowell | Marne |
| Middleville | Moline |
| Nunica | Ravenna |
| Rockford | Sand Lake |
| Saranac | Sparta |
| Wayland | West Olive |
| Wyoming | Zeeland |
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