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Barringer Martin

26 Years of Experience
Denver, CO
Broker

Barringer Martin is a registered investment advisor at Shelton Capital Management, based in Denver, CO, with 26 years of industry experience. Barringer 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,500 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.40%
$5.0M - $15.0M0.30%
$15.0M - $50.0M0.20%
$50.0M - $100.0M0.15%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 Lawrence Street, Suite 1550, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Barringer is an employee of CCM Partners, an affiliated registered investment advisor, and spends the majority of his time on the RIA's business activities.

Employment History
Current Registrations
Shelton Capital Management
July 2008 - Present · 18 yrs 3 mos
Rfs PartnersBroker
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Kelmoore Investment CO INC
November 2005 - April 2008 · 2 yrs 5 mos
Kelmoore Investment Company, INC.Broker
December 1999 - April 2008 · 8 yrs 4 mos
State Registrations3 states
CACOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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