The Retirement Solution LLC (TRS) provides financial planning, investment management, and insurance assessments. TRS offers advice on income planning, portfolio design, tax planning, asset protection, education planning, retirement planning, and estate planning. TRS may cover the cost of specific professional services as identified in the client’s agreement. Other professionals are mostly engaged directly by the client.
Assets Under Management$570M
Clients860
Advisors18
Avg. per Client$670K
Avg. per Advisor$32M
www.bbb.org/us/wa/redmond/profile/retirement-pl... ·trs.yourretirementuniversity.com ·vimeo.com/theretirementsolution
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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