Mader & Shannon Wealth Management

Mader & Shannon Wealth Management, Inc. is a registered investment adviser based in Kansas City, MO, established in 2005. The firm offers asset management services with discretionary authority, retirement planning, and expert witness services. They primarily invest in individual securities on major U.S. exchanges. Financial planning services include evaluating clients' financial states and developing plans based on various factors. As of December 31, 2024, the firm manages $221,292,619 in client assets on a discretionary basis. Asset management fees are negotiable and billed quarterly in advance. The fee structure is tiered based on total assets, ranging from 1.00% to 0.60%. Financial planning services are charged hourly or based on predetermined services. The firm does not charge performance-based fees and serves individuals, high net worth individuals, corporations, and pension plans. Investment strategies involve various analysis methods, and clients should be prepared for the risk of loss. MSWM does not vote proxies on behalf of clients, who retain that responsibility. The firm has no disciplinary information and maintains financial stability. Clients receive quarterly account reviews and statements from custodians. MSWM participates in Schwab's Institutional customer program, offering benefits to clients. The firm does not engage in principal or agency cross transactions for client accounts.