Medallion Wealth Advisors, LLC

Medallion Wealth Advisors, LLC, operating as Medallion Wealth Advisors, is a registered investment advisor established in 2010 in Farmington, Connecticut. The firm offers a range of services, including portfolio management, pension consulting, financial planning, consulting, third-party advisory services, and 403(b) retirement plans. Clients have the option to have their accounts managed on a discretionary or non-discretionary basis. The firm emphasizes personalized investment strategies based on individual client needs, risk tolerance, and objectives. Medallion Wealth Advisors charges fees based on a percentage of assets under management, with rates varying depending on the program selected. The firm may also receive compensation for recommending third-party investment managers. Clients have the right to vote proxies for their securities, and the firm does not vote proxies unless requested. Medallion Wealth Advisors does not have custody of client assets but recommends Charles Schwab & Co., Inc., or Pershing Advisor Solutions as qualified custodians. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy. The firm does not require advance payment of fees exceeding six months.