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, including domestic and foreign common stocks, ETFs, mutual funds, and bonds. They also offer retirement plan services to plan sponsors and participants, including fiduciary services.
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
Location
812 East 2100 South, Salt Lake City, UT, 84106
