Download information about StanCorp Investment Advisers
Download information about StanCorp Investment Advisers
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We provide financial planning and investment management services to clients who have a variety of investment goals.
Our individual investor service offers financial planning, and investment management using mutual funds as well as stocks and bonds. Clients work directly with an investment counselor to assess their financial situations, set objectives and determine the most appropriate investment approach. The minimum account size for this service is $250,000.
Fees for services are charged based on a percentage of assets under management, a fixed retainer or on an hourly basis. Asset-based fees are 1% for the first $1 million of assets under management.
Fees are negotiable. Retainer and hourly fees are negotiated at the time of engagement. Asset-based and retainer fees are charged quarterly for services rendered in the previous quarter. Hourly fees are charged within 30 days of the provision of services. Clients may terminate their contract at any time. The client will be billed from the beginning of the quarter to the termination date. Portfolios that include mutual funds have a layered fee structure. In addition to the management fees paid to StanCorp Investment Advisers, the mutual funds' expenses are netted out of the value of the mutual funds.