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
The Retirement Solution LLC offers comprehensive financial planning, investment management (discretionary and non-discretionary), and insurance assessments. Financial planning includes income, portfolio, tax, and asset protection planning. Investment strategies are tailored to client goals and risk tolerance, using models adjusted to individual needs.
18300 Redmond Way, Suite 250, Redmond, WA, 98052