| 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 may negotiate to charge a lesser management fee based upon certain criteria.
2 Bridgewater Road, Suite 201, Farmington, CT, 06032
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Learn about disclosures →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.