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
Medallion Wealth Advisors provides individualized portfolio management, asset allocation, portfolio monitoring, and consolidated reporting. Investment strategies are determined based on individual client objectives and risk tolerances. They manage accounts on both a discretionary and non-discretionary basis. Clients may impose reasonable restrictions on investments.
| 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