Kroon Mitchell Asset Management- Financial Advisor Grand Rapids, MI

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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

Firm CRD#

168120

States Licensed in

MI; GA

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®, CPA

Securities Licenses

Series 65

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

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887204/paladinregistry-Kroon-&-Mitchell-Asset-Management-detailed-disclosure.html

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Paladin Research Report For:

Kroon & Mitchell Asset Management