Kimberly Escue is a CFA-designated registered investment advisor at Shelton Capital Management, based in Memphis, TN, with 31 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,500 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $15.0M | 0.30% |
| $15.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.10% |
Rates shown reflect advisor-distributed aggregate bond strategies. Fees vary significantly by strategy, distribution channel (retail direct vs. advisor), and account size, ranging up to 2.20% for certain retail direct equity strategies.
Fee Estimator
Location
5050 Popular Ave, Memphis, TN, 38157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kimberly works as a Senior Portfolio Manager at Stringer Asset Management, a registered investment advisor, since 2013. This activity involves accounting, research, and asset management, and takes up a full-time commitment.
Employment History
Current Registrations
Shelton Capital Management
Rfs PartnersBroker
Previous Registrations
Matrix 360 Distributors, LLCBroker
Matrix Capital Group, INC.Broker
Stringer Asset Management, LLC
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Wunderlich Securities, INC.Broker
Morgan Keegan & Company, INC.Broker
Nbc Capital Markets Group, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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