MADER & SHANNON WEALTH MANAGEMENT

4717 Grand Ave.
Ste 800
Kansas City, Missouri 64112
Tel: 816-751-0585

About MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT, formally registered with the SEC as MADER & SHANNON WEALTH MANAGEMENT. The firm was established in 01/12/2007. They have over 3 offices throughout the country.

MADER & SHANNON WEALTH MANAGEMENT is a Kansas City, Missouri based Financial Planning firm with nearly $221,292,619 assets under management, offering retirement planning & investment advisory services to 863 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123741
SEC#	801-67482
Assets Managed by Firm	$221,292,619
No. of Clients	863
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	863	$221,292,619
Individuals (other than high net worth individuals)	310	$111,840,598
High net worth individuals	35	$73,525,765
Pension and profit sharing plans	16	$17,383,180
Other investment advisers	9	$3,818,991
Corporations or other businesses	20	$14,724,085

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