BC
CFP

Bradley Kitt Curtis

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are for equity accounts. Balanced account fees are lower. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement Planning
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Advisor Information

Office location

812 East 2100 South, Salt Lake City, UT, 84106

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Contact
Bradley Kitt Curtis
Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Albion Financial Group
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Olympus Wealth Management, LLC
May 2022 - March 2023 · 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
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Bradley Kitt Curtis
Bradley Kitt Curtis - Financial Advisor | AdvisorDiscover