James Zundel is a registered investment advisor at Coign Capital Advisors LLC, based in Draper, UT, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 466 clients with $470M 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 $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Cash alternatives have a separate fee schedule ranging from 0.15% to 0.25%.
Fee Estimator
Location
12012 South 700 E., Suite 100, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing partner at Zundel Holdings LLC, a family holding company, and a member/board of directors at Redsky Solutions LLC, a technology/network hardware and service company. He also manages JMZ Real Property, LLC, which holds real property, and serves on the board of directors for Turning Point Justice and Janiis, Inc.
Employment History
Current Registrations
Coign Capital Advisors LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 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.
Exams
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