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Phillip Mitchell, CFA®, CPA
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 Phillip Mitchell

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 Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.


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:   2-4
States Licensed in:   MI; GA
Number of Years with Current Firm:   8
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Alternative Investments, 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:   $45M
Assets Managed by Advisor:   $84M

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   0.7%-0.9%
Hourly Rate:   $150

Board Positions

Organization :   City of Grand Rapids Retirement System, Grand Rapids
Position :   Board Member
Duration :   2016-Present

Education

MBA  - Management   Michigan State University  - East Lansing
- 2009
Bachelor  - Finance   Michigan State University  - East Lansing
- 2000

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:

Have a clean record


Criminal Disclosures in Last 5 years:

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
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

Compensation Arrangements

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