Mengis Capital Management, Inc. is an independent investment advisory firm based in Portland, Oregon, that manages investment portfolios and provides personalized financial planning for individuals, families, retirement funds, corporations, trusts, and endowments. Founded in 2001, Mengis Capital Management specializes in managing customized equity and income portfolios, utilizing individual stocks, mutual funds, and exchange-traded funds to align with client goals and risk tolerance. The firm also offers comprehensive financial planning services covering investment planning, retirement savings, education funding, insurance needs, and estate documentation, either as part of an investment management relationship or through a separate agreement. Mengis Capital Management tailors portfolios during an intake process and develops an investment policy statement for each client, maintaining discretionary or non-discretionary authority over accounts while adhering to a standard of acting in the client's best interest.
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.