Joshua Fudge is a registered investment advisor at Shelton Capital Management, based in Denver, CO, with 18 years of industry experience. Joshua 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
1401 Lawrence Street, Suite 1550, Denver, CO, 80202
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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
Joshua is the treasurer for High Tech Elementary School PTA, a non-profit organization, dedicating minimal time to general financial oversight. Joshua is also an employee of CCM Partners, LP dba Shelton Capital Management.
Employment History
Current Registrations
Shelton Capital Management
Rfs PartnersBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Foreside Funds Distributors LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Umb Distribution Services, LLCBroker
Janus Distributors LLCBroker
State Registrations52 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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