John Bird is a CFA, CFP-designated registered investment advisor at Albion Financial Group, based in Salt Lake City, UT, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 737 clients with $2B 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates shown are for equity accounts. Balanced accounts have a separate tier schedule ranging from 0.65% to 1.25%. Fees are negotiable.
Fee Estimator
Contact
John Bird
Location
812 East 2100 South, Salt Lake City, UT, 84106
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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
Albion Financial Group
State Registrations2 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
Additional Information
John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.
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