Assets Under Management
$1.5B
Number of Clients
72
Number of Advisors
12
Average Client AUM
$20.3M
AUM per Advisor
$121.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Zions Capital Advisors offers customized money market and short-term fixed income asset management for state, municipal, and governmental entities. They also provide relationship management services, acting as a liaison between clients and custodians. The firm manages accounts on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $30.0M | 0.20% |
| $30.0M - $50.0M | 0.17% |
| $50M+ | 0.15% |
Fees are negotiable based on client type, referring source, asset class, pre-existing relationships, portfolio complexity and account size, requirements, or other special circumstances.
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT, 84133