Medallion Wealth Advisors LLC

Item 5 Fees and Compensation
 Wrap Fee Program Portfolio Management Services Fees
 The annualized fee for Portfolio Management Services will be charged as a
 percentageof assets under management, according to the following schedule:

 Assets Managed by Medallion Wealth Advisors
  Portfolio value under management                             Maximum Annual
  First $500,000                                               1.30%
  Next $500,000                                                1.00%
  Next $1,000,000                                              0.95%
  Above $2,000,000                                             0.90%

 Medallion Wealth Advisors' annual fee shall be prorated and charged quarterly, in
 advance, based upon the market value of the assets on the last day of the previous
 quarter. Fees are debited from client accounts, unless the client requests in writing to
 bebilled and paid separately.

 Medallion Wealth Advisors' annual fee is inclusive of brokerage commissions and
 transaction fees which shall be incurred by the firm.

 Medallion Wealth Advisors, in its sole discretion, may negotiate to charge a lesser
 management fee based upon certain criteria (i.e., anticipated future earning capacity,
 anticipated future additional assets, dollar amount of assets to be managed, related
 accounts, account composition, pre-existing client, account retention, pro bono
 activities,etc.).
 Non-Wrap Fee Program Portfolio Management Services Fees
 The annualized fee for Portfolio Management Services will be charged as a
 percentageof assets under management, according to the following schedule:

 Assets Managed by Medallion Wealth Advisors
  Portfolio value under management                             Maximum Annual
  First $500,000                                               1.25%
  Next $500,000                                                1.00%
  Next $1,000,000                                              0.95%
  Above $2,000,000                                             0.90%

 Medallion Wealth Advisors' annual fee shall be prorated and charged quarterly, in
 advance, based upon the market value of the assets on the last day of the previous
 quarter. Fees are debited from client accounts, unless the client requests in writing to
 bebilled and paid separately.

 Medallion Wealth Advisors' annual fee is exclusive of brokerage commissions and
 transaction fees which shall be incurred by the client.

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 Medallion Wealth Advisors, in its sole discretion, may negotiate to charge a lesser
 management fee based upon certain criteria (i.e., anticipated future earning capacity,
 anticipated future additional assets, dollar amount of assets to be managed, related
 accounts, account composition, pre-existing client, account retention, pro bono
 activities,etc.).
 Fees for Third-Party Investment Advisory Services

  Overseeing Assets Managed by a Third-Party Portfolio Manager

   Portfolio managed by third party                              Annual Fee
   First $500,000                                                2.00%
   Next $500,000                                                 1.50%
   Next $1,000,000                                               1.25%
   Above $2,000,000                                              1.00%
  (Inclusive of Third-Party Manager Fees and Transaction Fees)

 Medallion Wealth Advisors' fees generally include the fees charged by the Third-Party
 Portfolio Manager, as discussed above. If Medallion Wealth Advisors refers a client
 to certain Third Party Portfolio Manager(s) where Medallion Wealth Advisors'
 compensationis included in the advisory fee charged by such Third Party Portfolio
 Manager(s) and theclient engages those Third Party Portfolio Manager(s), Medallion
 Wealth Advisors shall be compensated for its services by receipt of a fee to be paid
 directly by the Third Party Portfolio Manager(s) to Medallion Wealth Advisors in
 accordance with the requirementsof Rule 206(4)-3 of the Investment Advisers Act of
 1940, as amended, and any corresponding state securities laws, rules, regulations,
 or requirements. Any such fee shall be paid solely from the Third-Party Portfolio
 Manager(s) investment management fee or the program fee of the wrap fee program
 (as appropriate), and shall not result in any additional charge to the client.
 Medallion Wealth Advisors, in its sole discretion, may negotiate to charge a lesser
 management fee or waive transaction fees and other related charges based upon
 certain criteria (i.e., anticipated future earning capacity, anticipated future additional
 assets, dollar amount of assets to be managed, related accounts, account
 composition, pre-existing client, account retention, pro bono activities, etc.).
 Fees for Financial Planning Services
 Our financial planning fee is waived for clients with assets under our management.
 For all other clients, a fee will be determined based on the nature of the services being
 provided and the complexity of each client’s circumstances. All fees are agreed upon
 prior to entering into a contract or an engagement with any client. Comprehensive
 financial planning fees are negotiable, but generally range from $1,000 to $5,000 on
 a fixed fee basis. Financial planning fees are billed and due upon completion and
 presentation of the financial plan.

 If the client engages Medallion Wealth Advisors for additional investment advisory

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 services, Medallion Wealth Advisors may offset all or a portion of its fees for those
 services based upon the amount paid for the financial planning.
 Fees for Consulting Services
 Our consulting services fee will be determined based on the nature of the services
 being provided and the complexity of each client’s circumstances. All fees are agreed
 upon prior to entering into a contract or an engagement with any client. Consulting
 fees are negotiable, but generally range from $100 to $300 on an hourly rate basis,
...

Item 7 Types of Clients
 We provide advisory services to individuals and families, including their trusts,
 estates, and retirement accounts. We also provide services to charitable
 organizations, pension and profit-sharing plans, corporations or other entities. MWA
 does not impose any requirements to open or maintain an account.