THE RETIREMENT SOLUTION LLC

RIASEC RegisteredEst. 2018

Total AUM

$699M

Discretionary

$449M

64% of AUM

Avg account

$221K

Accounts

3,164

Employees

Advisory reps

Firm details

Headquarters: REDMOND, Washington
CRD number: 148106
Registered since: August 1, 2018
Website: theretirementsolution.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.22%
Individuals41.78%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

The Retirement Solution LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm combines fee-based advisory services with insurance brokerage activity and publishes client-facing material. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Fee arrangements vary by engagement and include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not identified as a multi-state adviser. It has chosen not to pursue pension consulting or act as a related adviser to another entity. The Retirement Solution LLC began SEC registration in 2018.