Stancorp Investment Advisers, Inc

CRD#110228
Investment Advisor Firm

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Overview

Stancorp Investment Advisers, Inc operates as a financial advisor firm that has its headquarters in Portland, Oregon. The firm handles $16.2 billion in total assets over 116,850 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 12 financial advisors. Stancorp Investment Advisers, Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as equities, options and bonds.

Stancorp Investment Advisers, Inc administers all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing to seek the customer's consent. Stancorp Investment Advisers, Inc manages an average of $138,762 for each client account. An average advisor at Stancorp Investment Advisers, Inc oversees around 9,738 client accounts.

Stancorp Investment Advisers, Inc's headquarters is at 1100 Sw Sixth Avenue, Portland, Oregon 97204. It is allowed to provide services to customers across 51 U.S. states and territories.

Assets Under Management

$16.2 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

$16.2 billion

National Average: $8.6 billion
Total Number of Employees

82

National Average: 64
Total Number of Accounts

116,850

National Average: 375,227
Average Account Size

$138.8 thousand

National Average: $23.0 thousand
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Fee Structure

Fees for financial management usually vary depending on which service is offered. However, fee types billed by the firm likely include some combination of the following fee types: asset-based, fixed or other. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

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

The company caters to retail investors, pension plans, charitable organizations and state or municipal government entities. Out of its 116,850 customers, Stancorp Investment Advisers, Inc's biggest client by number of accounts is retail investors. None of its clients reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 98.42%
  • Corporations - 1.46%
  • 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

Sarah Mahalic
Portland, OR
Douglas Corra
Cincinnati, OH
Ekaterina Sheliga
Portland, OR
Janic Hoyuela
Mandeville, LA
Natalie Gentry
Walnut Creek, CA
Christopher Halpin
Portland, OR
Marina Wiley
Portland, OR
Trevor Roberts
Portland, OR
Rian Clark
Portland, OR

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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