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 West Big Beaver Road, Suite 101, Troy, MI, 48084-4904
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Maryann owns rental properties through FF & E Holdings, LLC since 2012 and is involved in flipping houses through AM Investors, LLC since 2016, each taking about 10-20% of her time. She also performs administrative duties for her spouse's business consulting firm, KEL Enterprises, Inc., dedicating about a quarter of her time.