TrueAdvisor
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DG
DG

Douglas Robert Gray

Zions Capital Advisors, INC.
31 Years of Experience
1 DisclosureBroker
View SEC Summary
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Areas of Practice
Investment Management
Zions Capital Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
72 clients
Average Client Portfolio
$20.3M average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.25%
$10.0M - $30.0M0.20%
$30.0M - $50.0M0.17%
$50M+0.15%

Fees are negotiable based on client type, referring source, asset class, pre-existing relationships, portfolio complexity and account size, requirements, or other special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$7,500

Location

Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT, 84133

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History

Regulatory History (1)
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Financial
April 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Zions Capital Advisors, INC.
September 2024 - Present · 1 yr 5 mos
Zions Direct, INC.Broker
November 1994 - Present · 31 yrs 3 mos
Previous Registrations
Zions Capital Advisors, INC.
January 2010 - November 2018 · 8 yrs 10 mos
Zions Bank Liquid Asset Management
August 2009 - December 2009 · 4 mos
State Registrations9 states
AZCACOIDNVTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.