Albion Financial Group, founded in 1982, provides investment management and financial planning services to individuals and institutions. Albion specializes in equity and debt securities. They also offer retirement plan services to retirement plan sponsors and individual participants, including investment policy statement preparation, investment monitoring, and discretionary investment selection. Albion also manages private investment funds.
Assets Under Management$1.9B
Clients757
Advisors17
Avg. per Client$2.5M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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: $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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