Trustee Empowerment & Protection, Inc
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Overview
Trustee Empowerment & Protection, Inc is a financial advisory company based in Troy, Michigan. The company has $7.4 million in total assets across two client accounts. It has a small team, including 4 financial advisors. Trustee Empowerment & Protection, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as equities, options and bonds.
Trustee Empowerment & Protection, Inc manages zero of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the customer's authorization. The firm also has two non-discretionary accounts totaling $7.4 million in assets. The investment advisory firm manages an average of $3.7 million for every account. The typical advisor at Trustee Empowerment & Protection, Inc administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Trustee Empowerment & Protection, Inc's main office is located at 755 West Big Beaver Road, Troy, Michigan 48084-4904. The company is permitted to provide services to investors throughout a number of states, including Michigan, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trustee Empowerment & Protection, Inc by the Numbers
$7.4 million
6
2
$3.7 million
Fee Structure
Fees charged by financial advisors largely are based on which services are provided. Fee types charged by Trustee Empowerment & Protection, Inc may include any combination of the following fee structures: asset-based, hourly, fixed or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It works with charitable organizations. Out of its two clients, Trustee Empowerment & Protection, Inc's largest client type is charitable organizations. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 100%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trustee Empowerment & Protection, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Trustee Empowerment & Protection, Inc
Troy, MI
Staten Island, NY
Troy, MI
Troy, MI
Spring, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.