Craig Mendenhall
Craig Mendenhall is a registered investment advisor at Alegria Asset Management, based in Yakima, WA, with 42 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1440 North 16th Avenue, Yakima, WA, 98902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig provides investment advisory services through Royal Alliance and owns BBM Financial Services, Inc., where he works as a TPA business, dedicating about a quarter of his time. He also owns Duck View LLC and BBM Financial Services DBA Alegria Asset Management Inc, where he advises retirement plan sponsors and reviews asset allocation and management firms.
Employment History
Current Registrations
Alegria Asset Management
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
New England Securities CorporationBroker
State Registrations18 states
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