WealthShape provides investment management and financial planning services to individuals, families, and ERISA retirement plans. WealthShape manages portfolios of mutual funds and exchange-traded funds based on a client's goals, risk tolerance, and time horizon. Financial planning services are also offered on a limited basis for a flat or hourly fee. WealthShape also provides consulting and advisory services to sponsors of employer-sponsored retirement plans.
Assets Under Management$110M
Clients136
Advisors1
Avg. per Client$800K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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