The Retirement Solution LLC

CRD#148106
Investment Advisor Firm

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Learn more about The Retirement Solution LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    The Retirement Solution LLC is located at 18300 Redmond Way, Redmond, WA. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. The Retirement Solution LLC is not a registered broker-dealer.

    The firm oversees $573.3 million in assets under management across 2,888 accounts, all of which are discretionary. Over the past year, 781 clients received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and other services. The Retirement Solution LLC serves retail investors, high net worth investors, and corporations, with retail investors being the largest client type by accounts. The firm operates on an asset-based and fixed fee structure, has 269 high net worth clients, and maintains an affiliation with an insurance company or agency.

    The Retirement Solution LLC is registered in the states of Arizona, California, Colorado, Florida, Idaho, New York, North Carolina, Oregon, Utah, Washington, Texas, and New Hampshire.

    Assets Under Management

    $573.3 million

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    18300 Redmond Way
    Redmond, WA 98052

    The Retirement Solution LLC by the Numbers

    Total Assets Under Management

    $573.3 million

    National Average: $8.6 billion
    Total Number of Employees

    33

    National Average: 64
    Total Number of Accounts

    2,888

    National Average: 375,227
    Average Account Size

    $198.5 thousand

    National Average: $23.0 thousand
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    Products and Services

    Financial services that The Retirement Solution LLC provides include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and other services. In the prior financial year, The Retirement Solution LLC provided 781 of its customers with financial planning servcies. The Retirement Solution LLC does sell products or offer services apart from investment advisory services to its customers. The firm also has a number of financial industry affiliations, including with an insurance company or agency.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fiancial advisory fees largely vary depending on the type of financial services offered. However, fees billed by The Retirement Solution LLC can include some combination of the following fee structures: asset-based and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. It has the ability to withdraw its charges directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The Retirement Solution LLC provides services to retail investors, high net worth investors, and corporations. Out of its 2,888 clients, The Retirement Solution LLC's biggest client by number of accounts is retail investors, though it also serves 269 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 31.28%
    • Other Individuals - 68.6%
    • Corporations - 0.12%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    The Retirement Solution LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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