Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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
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John Quincy BirdRegulatory 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
State Registrations3 states
Exams
Additional Information
John Bird's fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies. Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity. Empowering clients to make educated decisions in an ever-changing world is his passion.