Retirement Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Offerings include customized portfolio management, retirement-account advice (including rollover guidance), and financial planning delivered on hourly or fixed-fee engagements.
Portfolios are constructed using low-cost, diversified mutual funds and ETFs and may include individual stocks or bonds as appropriate; the firm employs both fundamental and technical analysis and generally follows a long-term orientation while allowing for shorter-term trades when warranted. Notably, the firm manages client assets on a non-discretionary basis, requiring client approval before executing trades and reporting all assets as non-discretionary.
What distinguishes the firm from many peers is that all reported assets are managed non-discretionarily, a practice that is comparatively uncommon among independent advisors. The firm also maintains an institutional relationship with a custodian platform that provides software and operational support, and the principal retains an active insurance license though insurance products are not actively marketed through the advisory business; the firm manages roughly $27.6 million across 26 client relationships.
Client services
Expertise
Fee options
Fixed fees range from $500 to $5,000 based on scope and complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
Up to $250 per hour
Fee-only: Hourly fees up to $250 per hour; Fixed fees range from $500 to $5,000 based on scope and complexity
Main office
12100 Wilshire Boulevard, Suite 800
Los Angeles CA 90025
Advisors at this office
1
Most active in
California
Also doing business as
Retirement Solutions · Retirement Solutions LLC · Singer, Steven Michael · Steven Michael Singer D/B/A Retirement Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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