Michael Conaty
Michael Conaty is a registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 27 years of industry experience. Michael 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 (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Michael operates Tennessee Valley Asset Management Partners as a DBA for his LPL business and provides investment advisory services through Tennessee Valley Asset Management Partners, dedicating about 10-20% of his time to each. He also has a non-variable insurance business and spends minimal time acting in a fiduciary capacity and working for Knox Youth Sports.
Employment History
Current Registrations
Tvamp, LLC
LPL Financial LLCBroker
Previous Registrations
Ftb Advisors, INC.
Ftb Advisors, INC.
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
Intersecurities, INC.Broker
MML Investors Services, INC.Broker
State Registrations4 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.