Shelton Capital Management offers investment management services through Separately Managed Accounts (SMAs) to various clients, including individuals, institutions, and retirement plans. Clients can choose from international equity, fixed income, tactical credit, and options-related strategies. Shelton Capital Management also serves as a sub-advisor and participates in wrap programs and UMA programs.
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%.