Advisor at Alegria Asset Management
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Firm
Alegria Asset Management
Location
Yakima, WA 98902
Credentials
Series 63, Series 65
Industry experience
42 years
Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.
Based on Alegria Asset Management
Based on Alegria Asset Management
Financial planning packages at $500, $750, and $1,150 for Levels 1, 2, and 3 respectively
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Advisory Representatives also act as registered representatives of Osaic Wealth and may receive commissions on securities and insurance products sold separately
$200 per hour for limited scope consulting and Retirement Plan Consulting Services
Account minimum: $10,000 Fee-only: Financial planning packages: $500, $750, $1,150; hourly rate $200/hour; Retirement Plan Consulting Services at $200/hour
1440 N 16 Th Ave #2
Yakima, WA 98902
Washington
BBM, dba Alegria Asset Managementa registered investment advisor
1990 - Present (36 years)
OSAIC Wealth Inc
1989 - Present (37 years)
New England Mutual Life Ins.
1976 - Present (50 years)
BBM Financial Services, Inc.
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 65
Yakima, WA
Surience Private Wealth LLC
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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