CN

Christopher Lawrence Nelson

22 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

1100 SW Sixth Avenue, Portland, OR, 97204

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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 registered as an investment analyst with Stancorp Investment Advisers, Inc. He dedicates full-time hours to investment-related advisory work, providing investment research support.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
April 2007 - Present · 18 yrs 9 mos
Stancorp Equities, INC.Broker
April 2007 - Present · 18 yrs 9 mos
Stancorp Equities, INC.
April 2007 - Present · 18 yrs 9 mos
Previous Registrations
Kms Financial Services, INC
August 2004 - February 2006 · 1 yr 6 mos
Kms Financial Services, INC.Broker
July 2002 - February 2006 · 3 yrs 7 mos
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.