Mengis Capital Management offers professional management of client assets and individual retirement plans. Services include investment management and financial planning for individuals, retirement funds, corporations, trusts, and endowments. Mengis specializes in managing individual equity and income portfolios, often using mutual funds and ETFs. Financial planning services cover investment, retirement, education savings, and insurance needs.
Assets Under Management$900M
Clients300
Advisors6
Avg. per Client$3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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