Kimberly Escue is a CFA-designated registered investment advisor at Shelton Capital Management, based in Memphis, TN, with 31 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,217 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shelton Capital Management's fees for managing your investments vary depending on the specific strategy and how you access their services (through an advisor, solicitor, or directly). Fees are calculated as a percentage of the assets they manage or through a minimum annual fee. Here are some examples of their fees:
- Advisor/Solicitor Channel:
- Option Overlay: 0.60% of your portfolio with a $3,000 minimum annual fee.
- Equity Income/Sustainable Equity Income: 0.60% of your portfolio with a $1,500 minimum annual fee.
- Corporate Bond/ESG Bond: 0.50% of your portfolio with a $1,250 minimum annual fee.
- International Select Equity/Sustainable Equity: 0.75% of your portfolio with a $750 minimum annual fee.
- Small Cap Equity: 0.80% of your portfolio, negotiable for amounts over $50M, with a $1,600 minimum annual fee.
- Retail Direct Channel:
- Corporate Bond/ESG Bond: 0.99% of your portfolio with a $4,950 minimum annual fee.
- Aggregate Bond/Intermediate Aggregate Bond/Low Volatility Bond: 0.99% of your portfolio with a $9,900 minimum annual fee.
- International Select Equity: 1.50% of your portfolio with a $1,500 minimum annual fee.
- Small Cap Equity: 1.60% of your portfolio with a $1,600 minimum annual fee.
- Sustainable Equity: 1.00% of your portfolio with a $1,000 minimum annual fee.
Fees for Wrap/UMA programs range from 0.32% to 1.00%.
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
Rfs PartnersBroker
Shelton Capital Management
Stringer Asset Management, LLC
Previous Registrations
Matrix 360 Distributors, LLCBroker
Matrix Capital Group, INC.Broker
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.