Kroon & Mitchell Asset Management (K&M) provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. K&M offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services and financial planning covering investments, insurance, retirement, college, and debt. K&M generally invests in mutual funds, stocks, bonds, ETFs, real estate funds, commodities, and non-U.S. securities.
Assets Under Management$190M
Clients304
Advisors3
Avg. per Client$630K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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