Albion Financial Group is a registered investment advisor founded in 1982, located in Salt Lake City, Utah. Albion Financial Group manages investment portfolios and offers financial planning services for individuals, families, and institutions. Albion Financial Group specializes in equity and debt securities, exchange-traded funds, mutual funds, and government securities, tailoring portfolios based on each client's specific investment policy statement and risk tolerance. Albion Financial Group also manages private investment funds and offers retirement plan consulting services.
Assets Under Management$2B
Clients737
Advisors19
Avg. per Client$2.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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