Kent Bartell is a CFA-designated registered investment advisor at Stancorp Investment Advisers, INC., based in Milford, MI, with 15 years of industry experience. Kent 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.
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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
Milford, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stancorp Investment Advisers, INC.
State Registrations1 state
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