Jack Meligan
Jack Meligan is a registered investment advisor at Settlement Capital Advisors, based in West Linn, OR, with 14 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $88M 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1800 Blankenship Rd., Ste. 160, West Linn, OR, 97068
Get directionsHistory
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
Jack is the president of Settlement Professionals, Inc. (SPI) since 1987 and president/owner of The Plaintiff's MSA & Lien solution, LLC (PMLS). He is also a licensed life and health insurance agent since 1979 and has appointments with several life insurance companies, dedicating over half his time to these activities.
Employment History
Current Registrations
Settlement Capital Advisors
State Registrations2 states
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