Kroon & Mitchell Asset Management LLC

Kroon & Mitchell Asset Management, LLC is a Limited Liability Company established in Michigan in July 2013, with Phillip Mitchell as the principal owner and Chief Compliance Officer. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current situation and risk levels. The firm requests discretionary authority to select securities and execute transactions in line with fiduciary duties. Pension consulting services are also provided based on plan demographics and participant goals. Financial planning services cover investment, tax, retirement, and debt planning. Fees for portfolio management and pension consulting are based on total assets under management, with negotiable rates. Hourly fees apply for financial planning services. Clients are responsible for third-party fees, and fees are collected quarterly in arrears. The firm does not participate in wrap fee programs. The minimum account size for portfolio management and pension consulting is $500,000, which may be waived at the firm's discretion. Investment strategies include fundamental and quantitative analysis, modern portfolio theory, and long-term purchases. Risks associated with specific securities like mutual funds, ETFs, real estate funds, and commodities are disclosed. The firm does not accept performance-based fees and acts as a fiduciary in clients' best interests. Clients receive regular account reviews and reports. K&M does not receive economic benefits for advice or compensate non-advisory personnel for client referrals. The firm provides discretionary investment advisory services and does not accept voting authority for client securities.