Medallion Wealth Advisors offers personalized portfolio management, financial planning, consulting, pension consulting, and third-party investment management services. Medallion Wealth Advisors works with individuals, families, trusts, estates, and retirement plans to develop customized investment strategies based on each client's specific goals, risk tolerance, and time horizon. Portfolios can be managed on a discretionary or non-discretionary basis. Medallion Wealth Advisors also assists clients with retirement planning, tax and cash flow analysis, insurance reviews, estate planning strategies, and education funding. The firm provides services through both wrap fee programs (where trading commissions are bundled into the advisory fee) and non-wrap fee programs.
Fee Structure
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% |
Rates shown are for the wrap fee program. Non-wrap fee program rates are slightly lower for the first tier at 1.25%. Fees are negotiable.