wiseradvisor

Phillip MItchell
Kroon & Mitchell Asset Management

Tel: (616) 356-2002
29 Pearl St
Ste 400
Grand Rapids, MI 49503

Integrated Tax & Investment

Kroon & Mitchell Asset Management | Financial Advisor in Grand Rapids ,MI

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.


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


Board Positions

Organization:  City of Grand Rapids Retirement System  Grand Rapids
Position :  Board Member
Duration :  2016-Currently holding


Education

MBA - Management  Michigan State University - East Lansing
- 2009

Bachelor - Finance  Michigan State University - East Lansing
- 2000


Phillip MItchell

Phillip MItchell

CPA, CFA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img 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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