| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $30.0M | 0.20% |
| $30.0M - $50.0M | 0.17% |
| $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.
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT, 84133
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →