Stancorp Investment Advisers, Inc

CRD#110228
Investment Advisor Firm

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Learn more about Stancorp Investment Advisers, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Stancorp Investment Advisers, Inc is located at 1100 SW Sixth Avenue, Portland, OR. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Stancorp Investment Advisers, Inc is not a registered broker-dealer.

    Stancorp Investment Advisers, Inc oversees $34.4 billion in assets under management across 126,310 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The firm caters to retail investors, pension plans, charitable organizations, and state or municipal government entities, with retail investors being the largest client type by accounts. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a pension consultant.

    Stancorp Investment Advisers, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $34.4 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    1100 Sw Sixth Avenue
    Portland, OR 97204

    Stancorp Investment Advisers, Inc by the Numbers

    Total Assets Under Management

    $34.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    112

    National Average: 64
    Total Number of Accounts

    126,310

    National Average: 375,227
    Average Account Size

    $272.2 thousand

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely depend on the financial services provided. Fees billed by Stancorp Investment Advisers, Inc likely consist of some blend of the following fee structures: asset-based, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    It works with retail investors, pension plans, charitable organizations, and state or municipal government entities. Out of its 4 clients, Stancorp Investment Advisers, Inc's biggest client group by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 97.01%
    • Corporations - 2.87%
    • Charitable Organizations - 0.12%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Stancorp Investment Advisers, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Stancorp Investment Advisers, Inc

    James Mcdowell
    Portland, OR
    Rian Clark
    Portland, OR
    Kyle Worley
    Portland, OR
    Albert Maixner
    Portland, OR
    Bradley Weber
    Denver, CO
    John Lavin
    Portland, OR
    Taylor Smith
    Portland, OR
    Douglas Corra
    Portland, OR
    Philip Williamson
    Portland, OR

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