Joseph Mengis is a registered investment advisor at Mengis Capital Management, INC., based in Portland, OR, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 300 clients with $900M 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 $2.0M | 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. For clients that invest specifically in treasuries, those fees are separately negotiated but will in no event exceed the standard fee schedule set forth above.
Fee Estimator
Location
One SW Columbia, Suite 780, Portland, OR, 97258
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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 →Other Business Activities
Joseph is involved with several non-investment related activities, including serving on the Heart Leadership Cabinet at St. Vincent Medical Center, as a Director for The Park Academy and the Portland Police Historical Society, and as a Director for the Harold and Margaret Taylor Foundation. These activities require minimal time commitment.
Employment History
Current Registrations
Mengis Capital Management, INC.
State Registrations1 state
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