Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TEPI is compensated through referral fees from other registered investment advisors, typically 10%-20% of the fees those advisors receive from clients referred by TEPI. TEPI does not charge a fee to retirement plan sponsors or individual investors for utilizing its referral platform. For direct internet-based investment advisory services to defined contribution retirement plans, TEPI charges a flat fee of $5,000 per year, payable quarterly in advance, which may be negotiable.
Areas of Practice
Advisor Information
Office location
755 W. Big Beaver, Suite 150, Troy, MI, 48084
Get directionsRegulatory History (3)
Regulatory
May 2021Regulatory
August 2017Regulatory
October 1983Other Business Activities
Eric is the sole proprietor of Maric Farms, a real estate investment holding company, since 1983. He is also the sole managing member of ESS, LLC, which holds a minority interest in a real estate development company, and the director and executive VP of a martial arts trade association, as well as director of CSSC Philantropic Services, Inc. and Chairman and CEO of Decision Technologies Corporation, dedicating about half his time to management and overall operations.