Gavin Stuart Macleod Clarkson
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
155 Wisteria Walk Circle, The Woodlands, TX, 77381
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.
Learn about disclosures →Other Business Activities
Gavin is involved in several business activities, including Clarkson and Sons, Inc. (consulting firm), Rice University and New Mexico State University (lecturer/professor), Native American Capital, LLC (consulting firm), a solo law practice, Tribal Finance (financial services), CSSC Investment Advisory Services, and a congressional campaign. The time commitment varies from minimal to more than full-time.