| 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
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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 →Scott works as a consultant/assistant for Sexsmith Realty, spending minimal time on activities such as house showings and running comps. This activity is not investment-related.