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 (1)
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Financial
September 2019
Final
Employment History
Current Registrations
Stancorp Equities, INC.
January 2023 - Present · 3 yrs
Stancorp Investment Advisers, INC.
January 2023 - Present · 3 yrs
Stancorp Equities, INC.Broker
January 2023 - Present · 3 yrs
Previous Registrations
Securian Financial Services, INC.
September 2022 - December 2022 · 3 mos
Securian Financial Services, INC.Broker
September 2022 - December 2022 · 3 mos
Wells Fargo Clearing Services, LLC
November 2019 - August 2022 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC Broker
September 2019 - August 2022 · 2 yrs 11 mos
State Registrations3 states
MNORUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.