Phillip Mitchell
Phillip Mitchell is a CFA-designated registered investment advisor at Kroon & Mitchell Asset Management LLC, based in Grand Rapids, MI, with 12 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 304 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
29 Pearl Street Nw, Ste 400, Grand Rapids, MI, 49503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kroon & Mitchell Asset Management LLC
State Registrations2 states
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