Shelton Wealth Management, LLC

**Shelton Wealth Management, LLC Summary:** Established in 2021, Shelton Wealth Management, LLC is a registered investment adviser based in Fort Worth, TX. The firm specializes in managing investment portfolios for individuals, high-net-worth individuals, trusts, businesses, and institutions. As of December 31, 2024, the firm reported $323,198,503 in regulatory assets under management, with a focus on tailored investment and wealth management services. Clients can expect a comprehensive approach to financial planning and consulting, including services such as cash flow analysis, estate planning, tax planning, and retirement plan consulting. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Typically $500,000 for investment management services, with exceptions based on individual circumstances. - **Fee Structure:** Annual advisory fees range up to 1.5% per annum, negotiated based on complexity and assets under management. - **Fiduciary Status:** Acting in the best interests of clients as a registered investment adviser. - **Investment Discretion:** SWM typically exercises investment discretion over client accounts, with authority to make investment decisions on behalf of clients. - **Investment Strategy:** Utilizes a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on client goals and risk profiles, with a focus on active and passive strategies. Clients can expect periodic reviews of their accounts, access to detailed financial reports, and the option for SWM to retain proxy voting authority. SWM does not charge performance-based fees or participate in side-by-side management. The firm emphasizes transparency, professionalism, and integrity in its investment advisory services. For more information, visit www.adviserinfo.sec.gov and search for CRD number 312686.