Jill Bertke is a CFP-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 22 years of industry experience. Jill 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
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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
Jill is involved in several business activities, including fixed insurance, serving as an IAR for Tennessee Valley Asset Management Partners, and acting as a POA and successor trustee for family trusts. She dedicates full-time hours to her DBA for LPL business and Tennessee Valley Asset Management Partners, LLC, and a few hours per week to Tennessee Brokerage Agency.
Employment History
Current Registrations
Tvamp, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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