Shelton Financial Advisors (SFA) is a registered investment advisor in California. SFA manages client accounts, typically investing in mutual funds, private investment funds, and equity securities. Investment decisions are based on a client's risk tolerance, age, and net worth. SFA requires a $750,000 minimum for new accounts, but may waive it. SFA does not participate in wrap fee programs.
Assets Under Management$78M
Clients27
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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