Bradley Curtis is a CFP-designated registered investment advisor at Albion Financial Group, based in Salt Lake City, UT, with 4 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Gen X, High Net Worth, Investment Management, and 1 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
Bradley Curtis
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
Previous Registrations
Olympus Wealth Management, LLC
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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