Shelton Capital Management
Assets Under Management
$5.2B
Number of Clients
1,210
Number of Advisors
10
Average Client AUM
$4.3M
AUM per Advisor
$515.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Shelton Capital Management offers investment management services through Separately Managed Account strategies (SMAs) to mutual funds, institutions, individuals, retirement plans, and other entities. Clients can choose from international equity, fixed income, tactical credit and options-related strategies. They also participate in wrap and UMA programs.
Fee Structure
Management fees for separately managed accounts are based on individual client needs, portfolio restrictions, and the distribution channel. Fees are charged as a percentage of assets under management or a minimum fee arrangement and may be negotiable. The brochure lists different fee schedules for various strategies (Covered ETF, Option Overlay, Equity Income, etc.) and distribution channels (Advisor, Solicitor, Retail Direct). Minimum investments and annual minimums apply to each strategy. Wrap/UMA sponsors pay between 0.32% and 1.00% for investment management services.
Areas of Practice
Location
1125 17th Street, Suite 2550, Denver, CO, 80202