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Alexa Rose Tuers

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
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Location

1125 17th Street, Suite 2550, 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

Alexa is an employee of CCM Partners dba Shelton Capital Management, an affiliated Investment Advisory firm.

Employment History
Current Registrations
Shelton Capital Management
October 2024 - Present · 1 yr 4 mos
Rfs PartnersBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2023 - June 2024 · 11 mos
State Registrations13 states
ALCODEFLGALAMDMSNCSCTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexa Rose Tuers - Financial Advisor | TrueAdvisor