Assets Under Management
$899.1M
Number of Clients
274
Number of Advisors
6
Average Client AUM
$3.3M
AUM per Advisor
$149.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mengis Capital Management offers professional, full-time management of client assets and individual retirement plans. They provide investment management and financial planning for individuals, retirement funds, corporations, trusts, and endowments. They specialize in managing individual equity and income portfolios, often using mutual funds and ETFs.
| Assets Under Management | 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.
One SW Columbia, Suite 780, Portland, OR, 97204