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Jeff Medina

Shelton Capital Management
16 Years of Experience
Greenwich, CT
Broker
View SEC Summary
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Jeff Medina is a registered investment advisor at Shelton Capital Management, based in Greenwich, CT, with 16 years of industry experience. Jeff 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.

Shelton Capital 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

Greenwich, CT

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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

Jeff is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser.

Employment History
Current Registrations
Shelton Capital Management
April 2022 - Present · 4 yrs 6 mos
Rfs Partners
May 2017 - Present · 9 yrs 5 mos
Rfs PartnersBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Terra Capital Markets LLCBroker
May 2014 - April 2017 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
May 2010 - October 2013 · 3 yrs 5 mos
Nyppex, LLCBroker
February 2008 - November 2008 · 9 mos
State Registrations14 states
ALCOCTDCDEFLGALAMDMSNCSCVAWV
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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