Mader & Shannon Wealth Management

Investment ManagementMissouri, United States11-50 Employees

Mader & Shannon Wealth Management (MSWM) operates in the investment management sector, offering asset management and comprehensive financial planning services. The firm emphasizes objectives centered on yield and growth with minimal risk, aiming to limit transaction costs and tax impact for clients. Asset management fees are charged as a percentage of assets under management, and the company does not participate in trading commissions, reflecting a focus on fee-based alignment with client interests. In financial planning, MSWM stresses independent, conflict-free guidance and education, leveraging a network of affiliated professionals to support complete wealth management needs for complex planning scenarios.

Based in Kansas City, Missouri, MSWM serves individual clients through referrals from existing clients and professionals such as CPAs, tax attorneys, and estate planning attorneys. The company positions itself within the investment management industry by prioritizing low-fee, performance-conscious approaches and integrated planning, including estate and tax considerations, as part of its broader wealth-management offering. A recent development notes firm involvement in significant equity positions in major energy companies, indicating activity within the markets it serves.

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