Shane Perry is a registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 7 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 860 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients who engage TRS on a non-discretionary basis are charged a fixed fee according to The Retirement Club Agreement. TRS may lower or waive fees based on certain criteria.
Fee Estimator
Location
18300 Redmond Way, Suite 250, Redmond, WA, 98052
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Shane 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.
Employment History
Current Registrations
The Retirement Solution LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.