Joshua Fudge is a registered investment advisor at Shelton Capital Management, based in Denver, CO, with 18 years of industry experience. Joshua 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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Joshua is the treasurer for High Tech Elementary School PTA, a non-profit organization, dedicating minimal time to general financial oversight. Joshua is also an employee of CCM Partners, LP dba Shelton Capital Management.
Employment History
Current Registrations
Shelton Capital Management
Rfs PartnersBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Foreside Funds Distributors LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Umb Distribution Services, LLCBroker
Janus Distributors LLCBroker
State Registrations52 states
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