Stancorp Investment Advisers, Inc

CRD#110228
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

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
Back to Overview
Back to Overview

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.

Back to Overview

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.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Stancorp Investment Advisers, Inc does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

Financial Advisors at Stancorp Investment Advisers, Inc

Ekaterina Sheliga
Portland, OR
Janic Hoyuela
Mandeville, LA
Douglas Corra
Cincinnati, OH
Sarah Mahalic
Portland, OR
John Lavin
Portland, OR
Christopher Halpin
Portland, OR
Marc Olson
Edina, MN
Collin Dennis
Portland, OR
Anthony Garcia
Portland, OR

Not sure which advisor is right for you? Use our matching tool

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today

Back to Overview

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.