Mengis Capital Management

Mengis Capital Management at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 6 advisors are listed here; 1 of 6 hold the CFA.
• Its Form ADV reports 7 employees and 263 individual clients, 130 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 766 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Mengis Capital Management fees

Mengis Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Cynthia Aschbacher

• Joseph Mengis

• Lindsay Fromhart

• Martin Bats

• Michael Patterson

  CFA

• Michael Sorem