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.
Phillip Mitchell
President and Senior Portfolio Manager
Phillip's 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 Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
Augie Ray
Relationship Manager
With an MBA in Finance from Emory University and over 20 years of experience in Business Development and Relationship Management, Augie brings to our team a highly qualified and nuanced approach to how we communicate and coordinate with our clients. His expertise in understanding complex financial topics and explaining them using easy to follow language is a welcome addition to organization.
"Working with Kroon and Mitchell has provided me not only the opportunity to be a part of one of the most highly qualified financial teams in Michigan but has also allowed me to get to know and help many different individuals and families from many different backgrounds. Knowing that our organization is among the best available and will always 'do the right thing' for our clients is the foundation for a great deal of longstanding and mutually beneficial relationships for years to come. I'm proud to be a part of our team." - Augie Ray, MBA
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 |
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
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 |
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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