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Eric Smith

Trustee Empowerment & Protection, INC.
16 Years of Experience
Troy, MI
3 Disclosures
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Eric Smith is a registered investment advisor at Trustee Empowerment & Protection, INC., based in Troy, MI, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients with $10M in assets under management.

Trustee Empowerment & Protection, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$10.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Direct internet advisory service for retirement plans — $4,999 per year ($3,499 payable in advance, which includes a $2,999 software license fee, plus $500 quarterly installments), providing access to online tools to evaluate investment choices.
  • Direct internet advisory service for individual investors — $999 per year payable in advance, which includes a $499 license fee for a portfolio tracking application.
One-Time Plan:$999 - $4,999
View Full SEC Brochure

Location

755 W. Big Beaver, Suite 150, Troy, MI, 48084

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2021
Final
Regulatory
August 2017
Final
Regulatory
October 1983
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is the sole proprietor of Maric Farms, a real estate investment holding company, since 1983. He is also the sole managing member of ESS, LLC, which holds a minority interest in a real estate development company, and the director and executive VP of a martial arts trade association, as well as director of CSSC Philantropic Services, Inc. and Chairman and CEO of Decision Technologies Corporation, dedicating about half his time to management and overall operations.

Employment History
Current Registrations
Trustee Empowerment & Protection, INC.
April 2010 - Present · 16 yrs 6 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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