Charles Sweat is a CFP-designated registered investment advisor at Tvamp, LLC, based in Jacksboro, TN, with 32 years of industry experience. Charles 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
312 Main Street, Jacksboro, TN, 37757
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a registered investment advisor with Tennessee Valley Asset Management Partners, LLC, taking about half of his time. He also owns multiple real estate rental properties and has ownership in K-Tenn Insurance.
Employment History
Current Registrations
Tvamp, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Quest Capital Strategies, INC.Broker
State Registrations6 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.