Medallion Wealth Advisors offers investment advice and financial planning to individuals, families, trusts, estates, retirement accounts, and charitable organizations. Services include portfolio management, pension consulting, financial planning, and consulting on specific financial topics. Investment recommendations include exchange-listed securities, corporate and municipal debt, and mutual funds.
Assets Under Management$410M
Clients1,493
Advisors5
Avg. per Client$270K
Avg. per Advisor$81M
www.medallionwealth.com ·www.linkedin.com/company/medallion-wealth-advis... ·www.facebook.com/medallion-wealth-advisors-llc-...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.90% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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