Zions Capital Advisors manages money market and short-term fixed income assets for state, municipal, and governmental entities. They offer customized investment advisory services based on client needs and objectives. Zions Capital Advisors also offers relationship management services, acting as a liaison between clients and custodians for administrative tasks.
Assets Under Management$1.5B
Clients72
Advisors14
Avg. per Client$20M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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