Pat Sharp is a registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 43 years of industry experience. Pat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,612 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.75% |
| $300K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fee Estimator
Location
6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pat is associated with Tennessee Valley Asset Management Partners, LLC as a Registered Investment Advisor. Pat also engages in non-variable insurance activities through Tennessee Brokerage Agency and acts in a fiduciary capacity for his stepfather.
Employment History
Current Registrations
Tvamp, LLC
Previous Registrations
LPL Financial LLCBroker
Ftb Advisors, INC.
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
Ftb Advisors, INC.
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial CorporationBroker
Suntrust Securities, INC.Broker
First Tennessee Brokerage, INC.Broker
Jmc Investment Services, INC.Broker
Jmc Financial CorporationBroker
Princor Financial Services CorporationBroker
Sma Equities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.