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Kimberley Becker

6 Years of Experience
St. Paul, MN

Kimberley Becker is a registered investment advisor at Mairs & Power, based in St. Paul, MN, with 6 years of industry experience. Kimberley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 756 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
756 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$2M
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Additional fees may be required if the account is complex or requires additional administrative effort. Different fee schedules also apply to those who were clients of Mairs & Power prior to April 1, 2014. Fees different from the Standard Fee Schedule, including performance-based fees and fixed fees, may be negotiated.

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

30 E 7th Street, Suite 2500, St. Paul, MN, 55101-1363

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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
Mairs & Power
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Investments, LLC
April 2007 - July 2010 · 3 yrs 3 mos
Wells Fargo Investments, LLC
September 2004 - October 2005 · 1 yr 1 mo
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.