Mader & Shannon Wealth Management manages investment portfolios and provides retirement planning services. The firm primarily takes an active management approach, investing mostly in individual securities traded on major U.S. stock exchanges. Mader & Shannon Wealth Management also assists retirement plan sponsors with plan management and governance. Additionally, the firm offers financial planning and consulting services, evaluating clients' current and future financial situations to project cash flows, asset values, and withdrawal plans. Mader & Shannon Wealth Management operates primarily from Kansas City, Missouri, and has been providing advisory services since 2005.
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% |
Fees are negotiable. Different fee structures apply to ERISA retirement plan accounts.