Susan Becker
Susan Becker is a CFA-designated registered investment advisor at Nicollet Investment Management, INC., based in Minneapolis, MN, with 4 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 315 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.55% |
These fees are for clients using active stock investment strategies. For clients using mutual funds or ETFs for stock investments and individual security fixed income management, the fee is 0.50% annually. Fees are negotiable.
Fee Estimator
Location
800 Washington Avenue North, Suite 150, Minneapolis, MN, 55401
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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
Nicollet Investment Management, INC.
State Registrations1 state
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