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How does the advisor help clients – Key Takeaways:
MADER & SHANNON WEALTH MANAGEMENT provides expert financial services to help clients reach their financial goals. Their team of experienced advisors offers a wide range of financial services to individuals and businesses, which include but are not limited to retirement planning, investment management, tax planning, and insurance services.
Their focus is on developing a personalized financial plan tailored to each client’s unique needs and goals. By understanding their clients’ goals and risk tolerance, the team at MADER & SHANNON WEALTH MANAGEMENT can create a customized plan that aligns with their financial objectives.
Their goal is to help clients not only reach their financial goals but also to help them understand their financial situation and make informed decisions. With their knowledge and expertise, MADER & SHANNON WEALTH MANAGEMENT aims to simplify the complex world of finance and empower their clients to make confident financial decisions.
Facts and Insights:
Here are some key facts and insights about MADER & SHANNON WEALTH MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
These numbers reflect the company’s success and experience in providing top-notch financial services to their clients.
Financial Services Offered:
MADER & SHANNON WEALTH MANAGEMENT offers a wide range of financial services to help clients manage their wealth and reach their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Insurance services
- Wealth management
- Estate planning
- Education planning
These services cover all aspects of financial planning and aim to provide comprehensive solutions for their clients.
Client Types:
MADER & SHANNON WEALTH MANAGEMENT serves a diverse range of clients including:
- Individuals
- High net-worth individuals
- Businesses
- Non-profit organizations
This diverse range of clients reflects the company’s ability to cater to the varying needs and financial situations of their clients.
Fees & Compensation:
MADER & SHANNON WEALTH MANAGEMENT charges a fee based on a percentage of assets managed. This fee structure ensures that their interests are aligned with their clients’ goals, as the company only benefits when their clients’ investments grow. The specific fee percentage may vary depending on the services provided and the size of the client’s portfolio.
Background:
MADER & SHANNON WEALTH MANAGEMENT was founded in 2000 by John Mader and Sarah Shannon, two experienced financial advisors with the vision of providing top-quality financial services to their clients. The company has since grown into a trusted and reputable wealth management firm with a team of skilled advisors dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
It is essential for clients to understand the potential conflicts of interest and any potential risks associated with their financial advisors. At MADER & SHANNON WEALTH MANAGEMENT, their advisors are transparent and open about any potential conflicts of interest. They are also held to high ethical and professional standards, ensuring that their clients’ best interests are always the top priority.