AdvisorRanked
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Some Concerns

TRUSTEE EMPOWERMENT & PROTECTION, INC.

755 WEST BIG BEAVER ROAD, TROY, MI 48084-4904
Fiduciaryfee-onlySEC Registered
248-797-0500 HTTPS://WWW.TEPI.TECH CRD #108249
$10M
Assets Managed
4
Clients
4
Employees
24
Years Active
since 2002

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46121. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46121

2 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 2

Complaint ratio: 50.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameTRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD Number#108249
SEC RegisteredYes
Registration Date2002-02-21
States RegisteredMI
Assets Under Management$10M
Number of Clients4
Employees4
Compensation Typefee-only
Last ADV Filing46121

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Frequently Asked Questions

Is TRUSTEE EMPOWERMENT & PROTECTION, INC. a fiduciary?

Yes. TRUSTEE EMPOWERMENT & PROTECTION, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does TRUSTEE EMPOWERMENT & PROTECTION, INC. charge clients?

TRUSTEE EMPOWERMENT & PROTECTION, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does TRUSTEE EMPOWERMENT & PROTECTION, INC. have any complaints?

Yes. TRUSTEE EMPOWERMENT & PROTECTION, INC. has 2 complaint(s) on record. Their complaint ratio is 50.00 per 100 clients (industry average: ~0.15).

How does TRUSTEE EMPOWERMENT & PROTECTION, INC. compare to other advisors in TROY?

TRUSTEE EMPOWERMENT & PROTECTION, INC. has a Red Flag Score of 84/100. There are 23 registered advisory firms in TROY. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46121. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.