Trustee Empowerment & Protection, INC.
Assets Under Management
$8.5M
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TEPI provides internet-based referrals connecting clients with registered investment advisors (RIAs) and offers direct advisory services to defined contribution retirement plans. They utilize patented technology to review investment choices and assist plan sponsors in fulfilling their fiduciary duties. TEPI also explores providing investment advice to 1940 Act Companies.
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
Location
755 West Big Beaver Road, Suite 101, Troy, MI, 48084-4904