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CA
Cynthia Marie Aschbacher
Mengis Capital Management, INC.
20 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Mengis Capital Management, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
274 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$899.1M
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
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 may vary and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
One SW Columbia, Suite 780, Portland, OR, 97204
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
May 2003
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Mengis Capital Management, INC.
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
RBC Dain Rauscher INC.
November 2002 - July 2007 · 4 yrs 8 mos
State Registrations
1 state
OR
Advisor
Exams
No exam information available for this advisor.