Stancorp Investment Advisers, Inc

CRD#110228
Investment Advisor Firm

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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

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    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.

Created with Highcharts 6.0.7
  • 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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Created with Highcharts 6.0.7
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Financial Advisors at Stancorp Investment Advisers, Inc

Kyle Worley
Portland, OR
Albert Maixner
Portland, OR
James Mcdowell
Portland, OR
Bradley Weber
Denver, CO
Douglas Corra
Portland, OR
Taylor Smith
Portland, OR
John Lavin
Portland, OR
Rian Clark
Portland, OR
Jean-Paul Cain
Minneapolis, MN

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The content in this profile was updated by SmartAsset on 6/19/2024. 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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