Scott Kellner is a registered investment advisor at Zions Capital Advisors, INC., based in Salt Lake City, UT, with 7 years of industry experience. Scott 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
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Regulatory History
No 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 →Other Business Activities
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.
Employment History
Current Registrations
Zions Capital Advisors, INC.
Previous Registrations
Zions Capital Advisors, INC.
Albion Financial Group
State Registrations1 state
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