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.
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 Road, Suite 101, Troy, MI, 48084
Get directionsHistory
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.