Assets Under Management
$8.5M
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
TEPI offers internet-based referrals, connecting clients with registered investment advisors (RIAs) and representatives (IARs). They also provide direct advisory services to defined contribution retirement plans, enabling comparative evaluation of investment choices. TEPI does not offer retail investment advisory services directly to individual investors.
755 West Big Beaver Road, Suite 101, Troy, MI, 48084-4904