Albion Financial Group
Assets Under Management
$1.9B
Number of Clients
757
Number of Advisors
18
Average Client AUM
$2.5M
AUM per Advisor
$103.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Albion Financial Group, founded in 1982, provides discretionary asset management and financial planning services to individuals and institutions. They specialize in equity and debt securities. They also offer retirement plan services to retirement plan sponsors and individual participants. Albion manages private investment funds.
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement Planning
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Location
812 East 2100 South, Salt Lake City, UT, 84106
