Retirement Income Solutions, Inc.

RIASEC Registered

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$2.3M

Accounts

1,274

Employees

Advisory reps

Firm details

Headquarters: Ann Arbor, Michigan
CRD number: 110145
Registered since: April 12, 2010
Website: risadvisory.com
Custodians: PERSHING LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.8%
Individuals6.97%
Pension & Profit Sharing Plans0.1%
Corporations / Businesses0.1%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Income Solutions, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm is registered with the SEC (registration year 2010) and serves both individual/family and institutional clients. Its advisory work includes holistic financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Compensation is delivered through a mix of asset-based fees and fixed fees. The firm identifies itself as a capital allocator — it constructs portfolios and allocates to outside managers — and does not describe itself as an active ESG investor. The firm has been recognized by industry publications over recent years, including listings from FA Magazine and multiple appearances in Forbes’ RIA listings, as well as a CNBC Top 100 advisory firms placement.