Anthony Valeri is a CFA-designated registered investment advisor at Zions Capital Advisors, INC., based in San Diego, CA, with 30 years of industry experience. Anthony 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
11622 El Camino Real, San Diego, CA, 92130
Get directionsHistory
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
Anthony owns and manages two residential real estate properties since 2013. He spends minimal time on this activity.
Employment History
Current Registrations
Zions Capital Advisors, INC.
Previous Registrations
Zions Direct, INC.Broker
Zions Direct, INC.Broker
Zions Capital Advisors, INC.
LPL Financial LLCBroker
State Registrations10 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.