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

Highlands Ranch, CO

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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 ActivitiesSells Insurance

Bradley is associated with Standard Retirement Services, StanCorp Investment Advisers, and Standard Insurance Company, all subsidiaries of Standard Financial Group. Bradley spends all of his time providing information about retirement plan-related products and services offered by these companies to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
December 2017 - Present · 8 yrs 1 mo
Stancorp Equities, INC.
November 2017 - Present · 8 yrs 2 mos
Stancorp Equities, INC.Broker
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Brinker Capital INC
July 2014 - November 2017 · 3 yrs 4 mos
Brinker Capital Securities, INC.Broker
June 2014 - November 2017 · 3 yrs 5 mos
Adp Broker-Dealer, INC.Broker
July 2009 - April 2014 · 4 yrs 9 mos
State Registrations2 states
COWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.