Stancorp Investment Advisers, INC.
Assets Under Management
$33.6B
Number of Clients
103,728
Number of Advisors
78
Average Client AUM
$324K
AUM per Advisor
$430.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
StanCorp Investment Advisers offers investment management and advisory services to plan sponsors of employer-sponsored retirement plans that have retained Standard Retirement Services for recordkeeping. Services include maintaining an approved list of funds, asset allocation models, and discretionary asset allocation programs.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual 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
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
Location
1100 SW Sixth Avenue, Portland, OR, 97204