| 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 →Matthew is an insurance agent with Highland Capital Brokerage since 2013, dedicating minimal time to this role. He is also an investment advisor with IAR at Medallion Wealth Advisors since 2013, spending nearly full-time hours on investment planning and financial advisory services.