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Shelton Capital Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Shelton Capital Management says it distinguishes itself by identifying high-quality assets both in the market and the workplace. Shelton is a registered investment advisor (RIA) that serves a variety of clients from individuals to institutional entities such as large businesses and charitable organizations.

Shelton Capital Management Background

Shelton Capital Management first kicked off operations in 1985. It formed as a limited partnership (LP) under Claifornia law. However, its main base of business is in Denver, Colorado. It’s owned by RFS Inc., which in turn is owned by a family trust. Stephen C. Rogers serves as the firm’s current CEO and co-trustee to the family trust. 

Shelton Capital Management Client Types and Minimum Account Sizes

Formed in the 1980s, the firm manages assets for individuals with and without high net worth, as well as investment companies, pension and profit sharing plans, charitable organizations and corporations. 

Shelton Capital Management minimum account sizes range from $100,000 to $1,000,000, depending the investment strategy. The firm or affiliates will determine minimum account requirements on a case-by-case basis. 

Services Offered by Shelton Capital Management

Shelton Capital Management primarily delivers investment advisory services through separately managed account programs. It may provide investment advice directly to the client’s account or serve as a sub-advisor to an investment account sponsored by a different financial services entity. 

In addition, the firm can extend its services to ERISA plans and non-ERISA accounts. 

Shelton Capital Management Investment Philosophy

Shelton Capital Management may utilize a variety of strategies to help its diverse clientele meet their various investment goals. In doing so, it may turn to fundamental research, charting analysis, cyclical analysis or technical analytical tools. 

These methods collectively involve analyzing companies, sectors, industries and global economies to make investment decisions. The firm draws from the information it gathers to help their clients meet long-term goals. In doing so, the firm may invest across several different asset classes including equity and fixed income

Shelton Capital Management Fees

Fees charged by Shelton Capital Management vary, depending on the needs of the client, any applicable portfolio restrictions and the account’s distribution channel.

Clients engaging in the firm's investment advisory services typically pay between 0.32% and 1% depending on the total assets under management in the Wrap or UMA program. 

According to a 2018 study of 1,500 firms by RIA in a Box, the average financial advisor's investment advisory fee is 0.95% of AUM. The firm's fees are generally charged as a percentage of assets under management (AUM). At its discretion, Shelton Capital Management may negotiate a minimum fee arrangement. 

What to Watch Out For

As of the time of this writing, Shelton Capital Management had no disciplinary events to disclose. For the latest information, you can access its Form ADV via the website of the Securities and Exchange Commission (SEC).

Shelton manages multiple funds with different fees, objectives and time horizons. Because the advisor must allocate his or her time across different funds, the advisor may be incentivised to devote more effort to funds charging higher fees. However, the firm upholds a code of ethics that reinforces the advisors’ duties as fiduciaries. This means their foremost priority is working in the best interests of their clients.  

Opening an Account With Shelton Capital Management

To contact Shelton Capital Management, call (800) 955-9988. 

All information was accurate as of the writing of this article.

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How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
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Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research