Stancorp Investment Advisers Review


Trust Score 93%
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Stancorp Investment Advisers, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 90 advisors. Stancorp Investment Advisers manages $19.4 billion and provides investment advisory services for 52,855 clients (1:588 advisor/client ratio).

Fees vary. Please contact Advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 18 years

Considerations


  • There is only one licensed advisor for every 588 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees vary. Please contact Advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $366,602
Hybrid Advisor Yes
Disciplinary History No
Total AUM $19.4 billion
Advisor / Client Ratio 1:588
Headquarters Portland, OR
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