Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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 for equity accounts. Balanced account fees are lower. Fees are negotiable in certain circumstances.
Fee Estimator
Albion's fees are based on a percentage of assets under management. For equity accounts, the annual fee is 1.50% on the first $2,500,000, 1.00% on the next $2,500,001 to $5,000,000, and 0.75% on amounts over $5,000,000. For balanced accounts, the annual fee is 1.25% on the first $2,500,000, 0.95% on the next $2,500,001 to $5,000,000, and 0.65% on amounts over $5,000,000. These fees are negotiable in certain circumstances. They also manage private funds with a 1.0% management fee and 10% of returns exceeding initial capital.
Areas of Practice
Advisor Information
Office location
812 East 2100 South, Salt Lake City, UT, 84106
Get directionsRegulatory 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.
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William is the Chief Financial Officer of Alta Lodge Corporation, a family-owned hotel/ski lodge. He dedicates minimal time to this role.