Mader & Shannon Wealth Management is a registered investment advisor that manages investments and provides financial planning services. They primarily manage assets using an active management approach, investing mostly in individual securities. They also offer retirement planning services and act as an investment manager for retirement plans. Financial planning services include evaluating a client's current and future financial state.
Assets Under Management$270M
Clients375
Advisors8
Avg. per Client$720K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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