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Kroon & Mitchell Asset Management

Tel: 616-356-2002
29 Pearl St
Ste 400
Grand Rapids, MI 49503
Kroon & Mitchell Asset Management | Financial Advisor in Grand Rapids ,MI

Integrated Tax & Investment


About Kroon & Mitchell Asset Management

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.

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General Information

Firm Start Year:   2013
No. of Employees:   5-9
States Licensed in:   MI; GA
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Services

Investment Types:   Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

Qualifications & Memberships

Financial Organization Memberships:   Garrett Planning Network, American Institute of Certified Public Accountants (AICPA)

Firm Information

Assets Managed by Firm:   $120,000,000.00

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   0.7%-0.9%
Hourly Rate:   $250

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1887204/wiseradvisor-kroon-&-mitchell-asset-management-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


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


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Ada Allendale
Alto Bailey
Belding Belmont
Bloomfield Hills Birmingham
Byron Center Caledonia
Canton Casnovia
Cedar Springs Clarksville
Comstock Park Farmington
Freeport Grand Haven
Grand Rapids Grandville
Greenville Holland
Hopkins Hudsonville
Jenison Kent City
Livonia Lowell
Marne Middleville
Novi Nunica
Plymouth Ravenna
Rockford Sparta
Wayland West Olive
Wyoming Zeeland

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