Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
78 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.06%

Fees are charged by Standard Retirement Services on behalf of StanCorp Investment Advisers and will not exceed 6 basis points of the value of the plan assets.

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

StanCorp Investment Advisers does not directly charge for its services. Fees for advisory services are charged and collected on their behalf by Standard Retirement Services, and are negotiated between the plan sponsor and Standard Retirement Services. Fees for investment advisory services will not exceed 6 basis points (0.06%) of the value of the plan assets. Participants enrolled in Mainspring Managed may be subject to a monthly fee schedule: $0 for balances $0-$5,000, $5 for balances $5,000-$10,000, and $10 for balances $10,000+.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

Alpharetta, GA

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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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Other Business Activities

Dara is associated with Standard Retirement Services (SRS) and StanCorp Investment Advisers, Inc. (SIA), subsidiaries of Standard Financial Group. Dara dedicates all of her time to providing information about retirement plan-related products and services offered by The Standard to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Equities, INC.
February 2009 - Present · 16 yrs 11 mos
Stancorp Investment Advisers, INC.
February 2009 - Present · 16 yrs 11 mos
Stancorp Equities, INC.Broker
February 2009 - Present · 16 yrs 11 mos
Previous Registrations
Princor Financial Services Corporation
May 2007 - January 2009 · 1 yr 8 mos
Princor Financial Services Corporation Broker
April 2007 - January 2009 · 1 yr 9 mos
Charles Schwab & Co., INC. Broker
March 2004 - February 2007 · 2 yrs 11 mos
American Express Financial Advisors INC. Broker
August 2003 - August 2003 · 0 mos
Ids Life Insurance CompanyBroker
August 2003 - August 2003 · 0 mos
Charles Schwab & Co., INC. Broker
May 2000 - April 2001 · 11 mos
State Registrations16 states
ALDCFLGAILINKSLAMSNCNYOHSCTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.