Assets Under Management
$192.7M
Number of Clients
304
Number of Advisors
3
Average Client AUM
$634K
AUM per Advisor
$64.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kroon & Mitchell Asset Management provides portfolio management based on client goals and risk tolerance, pension consulting services, and financial planning. They create investment policy statements and seek discretionary authority to manage client accounts. Investment advice is generally limited to mutual funds, equities, fixed income securities, ETFs, real estate funds, commodities, and non-U.S. securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $15.0M | 0.60% |
| $15.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are generally negotiable.
29 Pearl Street Nw, Ste 400, Grand Rapids, MI, 49503