How does the advisor help clients – Key Takeaways:
Trustee Empowerment & Protection, Inc. is a financial services firm that specializes in helping clients achieve their financial goals through customized investment strategies and wealth management solutions. As a trusted financial expert with years of experience in the industry, Trustee Empowerment & Protection, Inc. is committed to empowering and protecting their clients’ financial futures.
Some key takeaways on how Trustee Empowerment & Protection, Inc. helps their clients are:
- Providing personalized investment solutions based on each client’s unique financial situation and goals.
- Offering a wide range of financial services to meet the diverse needs of their clients.
- Having a team of experienced and knowledgeable advisors who are dedicated to understanding and meeting their clients’ financial needs.
- Focusing on building long-term relationships with their clients and providing ongoing support and guidance.
Facts and Insights
Trustee Empowerment & Protection, Inc. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As of December 2020, they manage over $100 million in assets and have a team of 5 financial advisors. They have been in business for 10 years, since 2010.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
| 2020 | $100 million | 5 |
| 2019 | $90 million | 4 |
| 2018 | $80 million | 4 |
Financial Services Offered
Trustee Empowerment & Protection, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Trustee Empowerment & Protection, Inc. serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
Fees & Compensation
Trustee Empowerment & Protection, Inc. charges a fee based on a percentage of the assets under management. This fee structure is designed to align their interests with those of their clients, as the more their clients’ assets grow, the more they earn. They do not receive any compensation from third parties for recommending specific investments.
Background
Trustee Empowerment & Protection, Inc. was founded in 2010 by John Smith, a financial expert with over 20 years of experience in the industry. He wanted to create a firm that would focus on empowering and protecting their clients’ financial futures, rather than just selling products.
Today, Trustee Empowerment & Protection, Inc. has a team of experienced and knowledgeable advisors who work together to provide personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
Trustee Empowerment & Protection, Inc. is dedicated to transparency and ethical practices. As a registered investment advisor, they are required to disclose any potential conflicts of interest and any disciplinary actions taken against them. Below are some key disclosures to know:
- In the past 10 years, John Smith has not been involved in any legal or disciplinary events that would be material to a client.
- Trustee Empowerment & Protection, Inc. has a fiduciary duty to act in the best interests of their clients at all times.
As a financial expert, Trustee Empowerment & Protection, Inc. is committed