Shelton Wealth Management (SWM) manages investment portfolios for individuals, high-net-worth individuals, trusts, businesses, and institutions. SWM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. SWM offers investment and wealth management, selection of independent managers, and financial planning and consulting services. SWM may also recommend clients allocate a certain portion of their assets to independent investment managers.
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.