QTS Retirement Services LLC

RIASEC Registered

Total AUM

$59M

Discretionary

$57.7M

98% of AUM

Avg account

$531K

Accounts

111

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 333799
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans93.44%
Individuals4.98%
HNWI1.58%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

QTS Retirement Services LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and it lists pension consulting among its services though it does not identify itself as a pension consultant. The firm charges either a percentage of assets under management or fixed fees. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser.