Firm Information
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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.90% |
Medallion Wealth Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
The annual fee for portfolio management is a percentage of assets managed (see table). Fees are charged quarterly, in advance, based on the previous quarter's market value. Fees are debited from client accounts unless the client requests otherwise. Medallion Wealth Advisors may negotiate a lesser management fee based on certain criteria. There are no specific account minimums.
Areas of Practice
Advisor Information
Office location
2 Bridgewater Road, Suite 201, Farmington, CT, 06032
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Matthew is an insurance agent with Highland Capital Brokerage since 2013, dedicating minimal time to this role. He is also an investment advisor with IAR at Medallion Wealth Advisors since 2013, spending nearly full-time hours on investment planning and financial advisory services.