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(865) 226-9982 [email protected]

Frequently Asked Questions

We believe in transparency.

 

Who is TVAMP?

“TVAMP” is an acronym for Tennessee Valley Asset Management Partners. We’re an SEC registered investment adviser located in Knoxville, TN. TVAMP was formed in 2011. You can read Our Story here.

 

What are your qualifications and credentials?

TVAMP has a talented team of advisors and client service professionals. We have 9 CERTIFIED FINANCIAL PLANNER™ professionals, a Chartered Financial Analyst, a CDFA®, BFA, and a CRPC®. In addition, many of our team members have over 20 years of experience.

 

What is your approach to financial planning?

It’s more than just investment management, at TVAMP, we partner with our clients to implement a comprehensive, tailored plan to put their financial house in order. We then monitor the plan as their life changes to help them #LiveInvested. Learn more about our six commitments to clients.

 

Will you have a fiduciary duty to me?

Yes. As a fiduciary, we put your interests above our own and we are held accountable to the advice and guidance we give.

 

Is an initial consultation free?

Yes, there is no cost for our 15-minute Introductory Call or follow-up Discovery Meeting. Until you make the choice to work with TVAMP, you won’t be charged for our services and advice.

 

How much do I need to invest to be a client?

TVAMP provides the most value to individuals with $250,000 or more of investable assets. Although, exceptions can be made for certain situations.

 

How much does it cost?

0.6% – 1.5%, annually, subject to amount of investable assets and complexity. Click here to view our detailed pricing page.

 

How do I get started?

To get started with TVAMP, we ask that you click here to schedule a quick call with us. This call will help us get to know you and your financial situation.

 

Who will I be working with?

As a client of TVAMP, you will have access to a team of professionals including: Wealth Advisors, Financial Planners, and Client Service Professionals.

 

How does an account transfer work?

Most accounts are transferred using the Automated Customer Account Transfer system (“ACAT”). We have a team that takes care of this process so that there is very little work for you. You may choose to notify an advisor you are currently working with, but it is not required.

 

What are your hours?

We are open and available to talk Monday through Thursday 8:00 AM to 5:00 PM, and Friday 8:00 AM to 4:00 PM.
*Eastern Standard Time

 

Where are you located?

Our main office is located at 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919. We also have offices in Seymour, Jacksboro, and Oak Ridge.

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