CF

Christina Diane Ferguson

20 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

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

Employment History
Current Registrations
Stancorp Equities, INC.
January 2007 - Present · 19 yrs
Stancorp Investment Advisers, INC.
January 2007 - Present · 19 yrs
Stancorp Equities, INC.Broker
January 2007 - Present · 19 yrs
Previous Registrations
Invesmart Advisors INC
October 2005 - January 2007 · 1 yr 3 mos
Invesmart Securities, LLCBroker
January 2005 - January 2007 · 2 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.