MADER & SHANNON WEALTH MANAGEMENT
How does the advisor help clients – Key Takeaways:
MADER & SHANNON WEALTH MANAGEMENT is a well-known financial firm that prides itself on providing top-notch financial services to its clients. With a team of experienced financial advisors, they are dedicated to helping individuals, families, and businesses achieve their financial goals. They do this by providing personalized financial plans, investment management, and tax planning services.
Their approach to wealth management is centered around a thorough understanding of each client’s unique financial situation and goals. They are committed to providing transparent and reliable financial advice that aligns with their clients’ best interests.
Facts and Insights:
Founded in 2005, MADER & SHANNON WEALTH MANAGEMENT has been in the business for over 15 years. The firm has a team of 10 experienced financial advisors and manages approximately $500 million in assets for its clients.
The firm is registered with the Securities and Exchange Commission (SEC) and is located in the heart of the financial district in New York City. They serve a diverse group of clients, including individuals, families, small business owners, and large corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered:
MADER & SHANNON WEALTH MANAGEMENT offers a wide range of financial services to its clients. Some of these services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types:
The firm serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Large corporations
Fees & Compensation:
MADER & SHANNON WEALTH MANAGEMENT charges its clients based on a percentage of their assets under management. This fee structure is designed to align the firm’s interests with those of its clients, as they profit when their clients’ investments grow in value. The firm also has a fiduciary duty to act in their clients’ best interests and provide transparent and unbiased financial advice.
Background:
The founders of MADER & SHANNON WEALTH MANAGEMENT, Mr. John Mader and Mr. Luke Shannon, have over 30 years of combined experience in the financial industry. They are both certified financial planners (CFP) and are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
It is important to note that MADER & SHANNON WEALTH MANAGEMENT has no disciplinary actions or disclosures on their record as a firm or for any of their financial advisors. They hold themselves to the highest standards of professionalism and regulatory compliance, providing their clients with peace of mind when it comes to managing their finances.