Gavin Clarkson is a registered investment advisor at Trustee Empowerment & Protection, INC., based in The Woodlands, TX, with 19 years of industry experience. Gavin 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
155 Wisteria Walk Circle, The Woodlands, TX, 77381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gavin is involved in several business activities, including Clarkson and Sons, Inc. (consulting firm), Rice University and New Mexico State University (lecturer/professor), Native American Capital, LLC (consulting firm), a solo law practice, Tribal Finance (financial services), CSSC Investment Advisory Services, and a congressional campaign. The time commitment varies from minimal to more than full-time.
Employment History
Current Registrations
Trustee Empowerment & Protection, INC.
Previous Registrations
Cssc Brokerage Services, INC.Broker
Capnet Securities CorporationBroker
Westrock Advisors, INC.Broker
Western International Securities, INC.Broker
Red-Horse Securities, LLCBroker
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.