Eric Smith
Advisor at Trustee Empowerment & Protection, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trustee Empowerment & Protection, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48084
Credentials
Series 65
Industry experience
15 years
Eric Smith is a Series 65-licensed financial advisor with 15 years of industry experience. He has been affiliated with Trustee Empowerment & Protection, Inc. and Consulting Services Support Corporation since 1998. Outside of his advisory work, Smith serves as Director and Executive Vice President of the Shaolin Do Association, a martial arts trade association. Trustee Empowerment & Protection, Inc. provides internet-based advisory and referral services primarily to sponsors and trustees of defined contribution retirement plans and individual investors. The firm uses a data-driven approach with patented decision-assistance technology to evaluate mutual funds and ETFs, delivering Investment Choice Protective Reviews through its platform without directly managing client assets.
Based on Trustee Empowerment & Protection, Inc.
Based on Trustee Empowerment & Protection, Inc.
Flat fees include $4,999 per year for retirement plans and $999 per year for individual investors for direct internet-based services; other fixed fees may be negotiated for additional services.
Some affiliated insurance professionals may receive commissions or fees if clients use insurance services from affiliated entities.
Hourly fees may be charged for other investment advisory services or consultations, typically based on complexity and time involved, rates not specifically stated.
Minimum fee: For direct internet-based investment advisory services for defined contribution retirement plans: $4,999 per year (includes $3,499 payable in advance, with $2,999 license fee included, remainder payable in $500 quarterly installments; fee can be negotiated, discounted, or waived). For direct internet-based investment advisory services for individual investors: $999 per year payable in advance (fee can be negotiated, discounted, or waived). Fee-only: Flat fees as described above for direct internet-based services; fixed fees or hourly fees may be charged for other investment advisory services, fees negotiated per engagement.
755 W. Big Beaver, Suite 150
Troy, MI 48084
Michigan
CSSC INV. ADV. SERV., INC. / Trustee Empowerment & Protection, I
1998 - Present (28 years)
Consulting Services Support Corporation
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")