Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
18300 Redmond Way, Suite 250, Redmond, WA, 98052
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Persis works as an independent insurance agent, spending a few hours per week finding clients and creating illustrations with fixed insurance products. She also works full-time as a paraplanner, assisting advisors with their book of business.