Laura Bevill is a registered investment advisor at Shelton Capital Management, based in San Clemente, CA, with 6 years of industry experience. Laura 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
San Clemente, CA
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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
Laura is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser.
Employment History
Current Registrations
Shelton Capital Management
Rfs Partners
Rfs PartnersBroker
Previous Registrations
Apollo Global Securities, LLCBroker
Fortress Capital Formation LLCBroker
State Registrations9 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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