WealthShape is a registered investment advisor founded in 2015 and based in Windsor, Connecticut. Wholly owned by Timothy J. Baker, the firm provides ongoing investment management and personal financial planning services. WealthShape builds globally diversified portfolios using mutual funds and exchange-traded funds, focusing on low-cost options and adhering to modern portfolio theory. Personal financial planning covers retirement, investments, education, insurance, cash flow, and risk management. WealthShape also provides retirement plan consulting services to employers and federal retirement plan accounts under a fiduciary standard of care. The firm operates on a fee-only basis, meaning it does not accept commissions, product sales fees, or kickbacks from outside parties.
Fee Structure
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.