How does the advisor help clients – Key Takeaways:
SHELTON WEALTH MANAGEMENT, LLC is a top financial management firm that focuses on helping individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable advisors, SHELTON WEALTH MANAGEMENT, LLC provides personalized financial advice and services to clients looking to grow their wealth, plan for retirement, and protect their assets. Here are some key takeaways on how the firm helps clients:
- Provides personalized financial advice tailored to each client’s unique needs and goals.
- Offers a wide range of financial services to help clients grow and protect their assets.
- Uses a comprehensive approach to financial planning, taking into account factors such as risk tolerance, time horizon, and tax implications.
- Regularly reviews and adjusts strategies to ensure they remain aligned with clients’ changing needs and market conditions.
- Emphasizes education and communication to empower clients to make informed financial decisions.
Facts and Insights
Founded in 2005, SHELTON WEALTH MANAGEMENT, LLC has been providing exceptional financial services to its clients for over 15 years. As of 2020, the firm has over $500 million in assets under management (AUM) and a team of 5 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM |
|---|---|---|
| 2005 | 5 | $500 million |
Financial Services Offered
SHELTON WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their goals and protect their assets. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance services
Client Types
SHELTON WEALTH MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm is dedicated to providing personalized financial advice and services to each client, regardless of their net worth or income. Some specific types of clients the firm serves include:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Entrepreneurs
- Trusts and endowments
Fees & Compensation
SHELTON WEALTH MANAGEMENT, LLC believes in transparency and strives to provide its clients with exceptional value. The firm charges a fee for its services based on a percentage of assets under management. This fee structure aligns the interests of both the firm and its clients, as the firm’s compensation is directly tied to the performance of client investments.
Background
SHELTON WEALTH MANAGEMENT, LLC was founded by John Shelton, a highly experienced financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Additionally, the firm’s team of advisors consists of professionals with diverse backgrounds and expertise, ensuring clients receive the best and most comprehensive financial advice.
Financial Advisor Disclosures to Know
SHELTON WEALTH MANAGEMENT, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of its clients at all times. The firm has no disclosures on its record, meaning it has a clean disciplinary history. This is particularly important when choosing a financial advisor, as it reflects the firm’s commitment to ethical and professional standards.