TRS charges fixed fees for financial planning and consulting, determined by the plan's complexity and client needs. Ongoing financial planning services are available under The Retirement Club Agreement. For asset management, clients may be charged a fixed fee or an asset management fee of 1.00%. Fees may be waived or reduced at TRS's discretion. Lower fees for comparable services may be available elsewhere.
18300 Redmond Way, Suite 250, Redmond, WA, 98052
Get directionsJames is a manager at Geldboom, LLC, handling administration since 2019. This activity is not investment-related.