Medallion Wealth Advisors, LLC
Assets Under Management
$407.4M
Number of Clients
1,493
Number of Advisors
5
Average Client AUM
$273K
AUM per Advisor
$81.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Medallion Wealth Advisors provides individualized portfolio management, asset allocation, portfolio monitoring, and consolidated reporting. Portfolios include mutual funds, ETFs, stocks, and debt securities. Investment strategies are tailored to client objectives and risk tolerances. They manage accounts on both discretionary and non-discretionary bases.
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
Location
2 Bridgewater Road, Suite 201, Farmington, CT, 06032