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 | |
States Licensed in: | MI; GA |
Number of Years with Current Firm: | 6 |
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: | $45M |
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 |
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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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