Jack Findley is a registered investment advisor at Trustee Empowerment & Protection, INC., based in Troy, MI. Jack 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- 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.
Location
755 W. Big Beaver Road, Suite 101, Troy, MI, 48084
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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.
Learn about disclosures →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.
Exams
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