Trustee Empowerment & Protection operates as an internet-based investment advisor, connecting retirement plan sponsors, trustees, and individual investors with a curated network of registered investment advisors. Trustee Empowerment & Protection offers proprietary digital tools, including the Investment Choice Protective Review for defined contribution retirement plans and the Retail Investment Tracking Application for individuals, designed to help evaluate mutual funds and exchange-traded funds. Trustee Empowerment & Protection also provides direct internet advisory services for retirement plans and individual investors on a flat-fee basis. While Trustee Empowerment & Protection facilitates connections with third-party advisors and provides software access for evaluating investments, it does not manage client portfolios directly or hold client funds.
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.