Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
304 clients
Average Client Portfolio
$634K average
Assets Under Management
$192.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $15.0M0.60%
$15.0M - $100.0M0.50%
$100M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

29 Pearl Street Nw, Ste 400, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kroon & Mitchell Asset Management LLC
May 2025 - Present · 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2023 - November 2024 · 1 yr 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.