Mairs & Power Review


Trust Score 96%
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Mairs & Power, federally registered in 1961, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 9 advisors. Mairs & Power manages $9.9 billion and provides investment advisory services for 529 clients (1:59 advisor/client ratio).

Mairs & Power requires a $2,000,000 minimum investment and charges a blended rate between 0.80% and 0.10% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 57 years

Considerations


  • There is only one licensed advisor for every 59 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $9.9 billion
Average Account AUM $18,645,035
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $2,000,000
Minimum Annual Fee $16,000
Advisor / Client Ratio 1:59
Headquarters ST Paul, MN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 0.80%
$2,000,001 to $5,000,000 0.70%
$5,000,001 to $25,000,000 0.50%
$25,000,001 to $50,000,000 0.30%
$50,000,001+ 0.10%


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