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 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
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT, 84133
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
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
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
More Advisors
- Ethan Jones, CFPZions Capital Advisors, INC.
- Joseph Irvin, CFAZions Capital Advisors, INC.
- Andrew Grill, CFAZions Capital Advisors, INC.
- Douglas GrayZions Capital Advisors, INC.
- Matthew Karlson, CFPSeia
- Maxwell Bautch, CFPStrategic Advisers LLC