Cynthia Aschbacher
Cynthia Aschbacher is a registered investment advisor at Mengis Capital Management, INC., based in Portland, OR, with 21 years of industry experience. Cynthia 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, 97204
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Employment History
Current Registrations
Mengis Capital Management, INC.
Previous Registrations
RBC Dain Rauscher INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.