Reshape, LLC offers investment advisory services including portfolio management, direct participation programs, third-party asset management, financial planning, financial consulting, and retirement plan consulting. Reshape tailors its advisory services to client-specific needs, considering investment objectives, risk tolerance, and any reasonable guidelines or restrictions. For certain retirement plans, Reshape acts as an ERISA fiduciary.
Fee Structure
Reshape charges ongoing fees for managing your investments, calculated as a percentage of the total value of your accounts. The exact percentage is negotiated between you and Reshape, but it will not exceed 2.5% annually. Fees are billed monthly or quarterly, either in advance or after the period. You may pay different fees than other clients due to factors like the amount you invest and the complexity of services.