Trustee Empowerment & Protection, Inc

CRD#108249
Investment Advisor Firm

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Learn more about Trustee Empowerment & Protection, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Trustee Empowerment & Protection, Inc is located at 755 West Big Beaver Road, Troy, MI. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Trustee Empowerment & Protection, Inc is not a registered broker-dealer.

    The firm oversees $8.5 million in assets under management across 2 accounts, both of which are non-discretionary. Services offered include pension consulting services and other services. Trustee Empowerment & Protection, Inc maintains affiliations with a lawyer or law firm, an insurance company or agency, and a pension consultant. The fee structure includes asset-based, hourly, fixed, and other fees.

    Trustee Empowerment & Protection, Inc is registered in the states of Michigan, New York, and Texas.

    Assets Under Management

    $8.5 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    755 West Big Beaver Road
    Troy, MI 48084-4904

    Trustee Empowerment & Protection, Inc by the Numbers

    Total Assets Under Management

    $8.5 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $4.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fiancial advisory fees usually are based on the type of financial services offered. Fees billed by Trustee Empowerment & Protection, Inc can consist of some combination of the following fee structures: asset-based, hourly, fixed, and other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Trustee Empowerment & Protection, Inc. It has the ability to withdraw the fees directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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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

    Maryann Foster
    Troy, MI
    John Reynolds
    Troy, MI
    Thomas Scotto
    Staten Island, NY
    Eric Smith
    Troy, MI
    Gavin Clarkson
    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.