William Mccollough
William Mccollough is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.
Location
1100 SW Sixth Avenue, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Invesco Funds Group, INC.Broker
State Registrations51 states
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