Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $30.0M0.50%
$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

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mengis Capital Management, INC.
January 2024 - Present · 2 yrs 1 mo
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.