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
3948 Amboy Road, Staten Island, NY, 10308
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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 ActivitiesSells Insurance
Thomas is the president of Thomas Scotto Consultants LLC, dedicating full-time hours to third-party marketing. He is also an independent insurance agent marketing group health insurance to union clients and provides business development for Consulting Services Support Corporation and Barrack, Rodos & Bacine Law Firm, spending minimal time on the latter.