| 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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Learn about disclosures →Shawn is a Sergeant in the Utah Army National Guard, training and performing musical duties, dedicating about 10-20% of his time. Shawn also owns a car sharing business, dedicating a few hours per week.