Joseph Mengis is a registered investment advisor at Mengis Capital Management, INC., based in Portland, OR, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 300 clients with $900M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.30% |
Fees are negotiable and may vary based on account type, size, additional services, and related household assets. Fees for treasury-specific investments are separately negotiated up to standard schedule rates.
Fee Estimator
Location
One SW Columbia, Suite 780, Portland, OR, 97258
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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 Activities
Joseph is involved with several non-investment related activities, including serving on the Heart Leadership Cabinet at St. Vincent Medical Center, as a Director for The Park Academy and the Portland Police Historical Society, and as a Director for the Harold and Margaret Taylor Foundation. These activities require minimal time commitment.
Employment History
Current Registrations
Mengis Capital Management, INC.
State Registrations1 state
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.
Exams
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