George Mendazona is a registered investment advisor at Copia Wealth Management, based in Bend, OR. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 288 clients with $160M 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 $350K | 1.75% |
| $350K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable. At Adviser's discretion, Adviser may combine/bundle the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
572 SW Bluff Drive #100, Bend, OR, 97702
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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 →Employment History
Current Registrations
Copia Wealth Management
State Registrations1 state
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