Hilary Sweeney is a CFP-designated registered investment advisor at Mairs & Power, based in St. Paul, MN, with 12 years of industry experience. Hilary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 773 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1%. Different fee schedules apply to clients who joined prior to April 1, 2014, and special fees or performance-based arrangements may be negotiated in the firm's discretion for large holdings or special circumstances.
Fee Estimator
Location
30 E 7th Street, Suite 2500, St. Paul, MN, 55101-1363
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Mairs & Power
Previous Registrations
Mairs & Power
Orgel Wealth Management, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Leuthold Weeden Capital Management
State Registrations1 state
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
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