Larry Costa
Larry Costa is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 28 years of industry experience. Larry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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 (1)
Criminal
Other Business Activities
Larry is associated with Standard Retirement Services and StanCorp Investment Advisers, dedicating all of his time during business hours to providing information about retirement plan products and services. Larry is also a fitness instructor at 6 Degree Burn Fitness, spending a few hours per week on this activity.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Stancorp Equities, INC.
Previous Registrations
Stancorp Investment Advisers, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
Mcdonald Investments INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.