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 directionsShane provides tax return processing and filings for family and friends, some of whom pay a nominal fee. He also receives a monthly bonus based on the firm's total new assets.