The Retirement Solution LLC
Assets Under Management
$573.3M
Number of Clients
860
Number of Advisors
14
Average Client AUM
$667K
AUM per Advisor
$40.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TRS provides comprehensive financial planning, investment management, and insurance assessments to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Advice includes income, portfolio, tax, asset protection, education, retirement, and estate planning.
Fee Structure
TRS primarily charges fixed fees for financial planning and consulting services. Ongoing financial planning services are available under The Retirement Club Agreement. Asset management clients may be charged a fixed fee or an asset management fee of 1.00%. Fees may be waived or reduced based on various criteria. Subadviser services through AEWM incur a 10bps platform fee.
Areas of Practice
Location
18300 Redmond Way, Suite 250, Redmond, WA, 98052