Douglas Gray is a registered investment advisor at Zions Capital Advisors, INC., based in Salt Lake City, UT, with 31 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $30.0M | 0.20% |
| $30.0M - $50.0M | 0.17% |
| $50M+ | 0.15% |
Minimum annual fee of $7,500. 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
Location
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT, 84133
Get directionsHistory
Regulatory History (1)
Financial
April 2017Employment History
Current Registrations
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
Previous Registrations
Zions Capital Advisors, INC.
Zions Bank Liquid Asset Management
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.