Eric Smith
Eric Smith is a registered investment advisor at Trustee Empowerment & Protection, INC., based in Troy, MI, with 15 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TEPI provides direct internet-based investment advisory services to defined contribution retirement plans for a flat fee of $5,000 per year, payable quarterly in advance. This fee can be negotiated, discounted, or waived, especially for smaller plans. TEPI also receives referral fees from other registered investment advisors when clients engage them through TEPI's platform. These referral fees typically range from 10% to 20% of the fees the advisor receives from the client.
Location
755 W. Big Beaver, Suite 150, Troy, MI, 48084
Get directionsHistory
Regulatory History (3)
Regulatory
May 2021Regulatory
August 2017Regulatory
October 1983Other 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.
State Registrations1 state
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.