Stephen Willden
Stephen Willden is a registered investment advisor at Zions Capital Advisors, INC., based in Salt Lake City, UT, with 12 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. 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
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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 →Other Business Activities
Stephen is a board member and treasurer for the Harvest Hills Master Homeowners Association, dedicating minimal time. He is also a city council member for the City of Saratoga Springs, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
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
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