TEP Financial Solutions offers investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. TEP determines client goals and objectives through personal discussions and develops a personal investment policy. TEP also offers financial planning services in connection with investment supervisory services at no additional charge, covering areas like income tax, cash flow, estate, business, education, insurance, and annuity planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is based upon TEP's current AUM. TEP also offers 401(k) services with an annual fee of 1.000% on assets up to $1,000,000,000. TEP offers 401(k) Pilot services with the same fee schedule as the investment supervisory services.