Stancorp Investment Advisers Review


Trust Score 87%
Trust Score info_outline
Share

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 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 services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 588 clients (industry average 1:50)
  • Firm has been federally registered for only 18 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

View Full Report


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 billion
Advisor / Client Ratio 1:588
Headquarters Portland, OR
SEC Filings Forms and Brochures


Questions & Answers



Get answers about Stancorp Investment Advisers


Ask a question question_answer


Feedback