John Fulmer is a registered investment advisor at Shelton Wealth Management, LLC, based in Fort Worth, TX, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 155 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shelton Wealth Management (SWM) offers investment and wealth management services for an annual fee based on the amount of assets they manage. Fees are generally billed in advance each calendar quarter based on the market value of your investments on the last day of the previous calendar quarter. Annual advisory fees range up to 1.5% per year and are negotiated based on the complexity of your situation and the amount you invest. SWM may waive the minimum annual fee based upon certain criteria. For investment and wealth management services SWM provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), they may negotiate a fee rate that differs from their standard fee schedule.
Location
100 Throckmorton Street, Suite 300, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shelton Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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