CW

Christopher Thomas Wolfe

26 Years of Experience

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

Tualatin, OR

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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

Christopher is associated with Standard Retirement Services and StanCorp Investment Advisers, dedicating his full-time work hours to providing information about retirement plan products and services. He also serves as an unpaid board member for Janus Youth Programs, spending minimal time per month on this activity.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
March 2022 - Present · 3 yrs 10 mos
Stancorp Equities, INC.
January 2002 - Present · 24 yrs
Stancorp Equities, INC.Broker
January 2002 - Present · 24 yrs
Previous Registrations
Stancorp Investment Advisers, INC.
April 2007 - December 2021 · 14 yrs 8 mos
Nationwide Investment Services CorporationBroker
May 1998 - December 2000 · 2 yrs 7 mos
State Registrations2 states
ORUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.