Lisa Kelly is a registered investment advisor at Mairs & Power, based in St. Paul, MN, with 17 years of industry experience. Lisa 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
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 →Other Business Activities
Lisa works as a Client Advisor & Client Service Manager at Mairs & Power, an investment-related activity. This takes nearly full-time hours.
Employment History
Current Registrations
Mairs & Power
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 states
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.