Reshape’s RIA fee-based investment model was developed to eliminate conflicts of interest and provide total transparency. Reshape is pioneering different services, strategies, and product solutions for our clients in ways that are not widely used. We provide total transparency of all fees immediately upon first meeting or conversation.


Many of our ancillary services come at no cost at all. Many of our ancillary services are free of charge. We feel that improving our clients’ financial lives entails working with them on tasks that fall outside the scope of our core efficiencies, and we do so with pleasure!


Due to the competitive nature of the industry we provide detailed fee information for our clients, but have excluded some of it from the website to preserve our intellectual property. In general, our fees are some of the most competitive in the investment management industry, typically ranging between 0.65% to 1.25% of assets under management.