Michelle C Buxton
MB
CFP
Michelle C Buxton
MB
CFP

Michelle Buxton

6 Years of Experience

Michelle Buxton is a CFP-designated registered investment advisor at Albion Financial Group, based in Salt Lake City, UT, with 6 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 757 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michelle C Buxton
MB
Michelle Buxton

Location

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

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History

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
October 2019 - Present · 6 yrs 6 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michelle C Buxton
MB
Contact
Michelle Buxton