Raymond Barrett
Raymond Barrett is a registered investment advisor at Stancorp Investment Advisers, INC., based in Arlington, TX, with 17 years of industry experience. Raymond 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
Arlington, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is associated with Standard Retirement Services and devotes 100% of his time during normal business hours to providing information about retirement plan-related products and services offered by The Standard to unaffiliated third-party retirement plan service providers. This activity is not investment-related.
Employment History
Current Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.
Stancorp Equities, INC.Broker
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
State Registrations2 states
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