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
Henry is an independent contractor selling life insurance through Highland Capital Insurance Sales, dedicating a few hours per week. He also works as an Investment Advisor Representative for Medallion Wealth Advisors, spending nearly full-time on investment advisory and financial planning, and coaches for Farmington Public Schools, spending minimal time.