Jason Shidler is a registered investment advisor at Shelton Capital Management, based in Denver, CO, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,217 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shelton Capital Management's fees for managing your investments vary depending on the specific strategy and how you access their services (through an advisor, solicitor, or directly). Fees are calculated as a percentage of the assets they manage or through a minimum annual fee. Here are some examples of their fees:
- Advisor/Solicitor Channel:
- Option Overlay: 0.60% of your portfolio with a $3,000 minimum annual fee.
- Equity Income/Sustainable Equity Income: 0.60% of your portfolio with a $1,500 minimum annual fee.
- Corporate Bond/ESG Bond: 0.50% of your portfolio with a $1,250 minimum annual fee.
- International Select Equity/Sustainable Equity: 0.75% of your portfolio with a $750 minimum annual fee.
- Small Cap Equity: 0.80% of your portfolio, negotiable for amounts over $50M, with a $1,600 minimum annual fee.
- Retail Direct Channel:
- Corporate Bond/ESG Bond: 0.99% of your portfolio with a $4,950 minimum annual fee.
- Aggregate Bond/Intermediate Aggregate Bond/Low Volatility Bond: 0.99% of your portfolio with a $9,900 minimum annual fee.
- International Select Equity: 1.50% of your portfolio with a $1,500 minimum annual fee.
- Small Cap Equity: 1.60% of your portfolio with a $1,600 minimum annual fee.
- Sustainable Equity: 1.00% of your portfolio with a $1,000 minimum annual fee.
Fees for Wrap/UMA programs range from 0.32% to 1.00%.
Location
1125 17th Street, Suite 2550, Denver, CO, 80202
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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.
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Jason is an employee of CCM Partners dba Shelton Capital Management. He also owns J2C2 Enterprises LLC and two rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
Shelton Capital Management
Rfs PartnersBroker
Previous Registrations
Foreside Fund Services, LLCBroker
Schroder Fund Advisors LLCBroker
Templeton/franklin Investment Services,inc.Broker
Franklin/templeton Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Signator Investors, INC.Broker
Janus Distributors LLCBroker
Janus Distributors, INC.Broker
State Registrations8 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.