Daniel Kennedy is a registered investment advisor at Mader & Shannon Wealth Management, based in Kansas City, MO, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 375 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
This is a blended fee schedule, meaning different asset levels are assessed different fees. For 401(k) and other ERISA plan accounts, the annual fees shall not exceed 1%.
Fee Estimator
Location
4505 Madison Avenue, Kansas City, MO, 64111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is involved with USKK, Inc., a non-investment related activity, spending a few hours per week in the evenings.
Employment History
Current Registrations
Mader & Shannon Wealth Management
State Registrations3 states
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