Bruce Snow is a registered investment advisor at Zions Capital Advisors, INC., based in South Jordan, UT, with 19 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $830M 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 | 0.15% |
| $10.0M - $20.0M | 0.13% |
| $20.0M - $40.0M | 0.10% |
| $40.0M - $100.0M | 0.08% |
| $100M+ | 0.06% |
Fees apply on a tier-triggered flat rate basis to the entire account balance. Fees are negotiable based on client type, referring source, asset class, portfolio complexity, and account size.
Fee Estimator
Location
South Jordan, UT
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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 →Employment History
Current Registrations
Zions Capital Advisors, INC.
Previous Registrations
Zions Direct, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations9 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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