Perry Chesney is a CFP-designated registered investment advisor at Tvamp, LLC, based in Atlanta, GA, with 42 years of industry experience. Perry 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
Atlanta, GA
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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.
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Perry is a Wealth Management Consultant for Perry L Chesney Consulting (PLC Consulting), an advisory consulting practice. He dedicates about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Tvamp, LLC
Previous Registrations
Hc Advisors LLC
Red Rock Advisors
Wealthcare Capital Management LLC
Suntrust Investment Services, INC.
Suntrust Capital Markets, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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