Albion Financial Group
Assets Under Management
$1.9B
Number of Clients
757
Number of Advisors
19
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$97.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Albion Financial Group, founded in 1982, provides investment management and financial planning services to individuals and institutions. Albion specializes in equity and debt securities. They also offer retirement plan services to retirement plan sponsors and individual participants, including investment policy statement preparation, investment monitoring, and discretionary investment selection. Albion also manages private investment funds.
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% |
Fees are for equity accounts. Balanced account fees are: $0 – $2,500,000: 1.25%, $2,500,001 – $5,000,000: 0.95%, Over $5,000,000: 0.65%. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
812 East 2100 South, Salt Lake City, UT, 84106
