LB
CFA
LB
CFA

Luke Bowes

11 Years of Experience
Knoxville, TN
Broker

Luke Bowes is a CFA-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 11 years of industry experience. Luke 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,612 clients
Average Client Portfolio
$383K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $300K1.75%
$300K - $750K1.50%
$750K - $1.5M1.25%
$1.5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Luke operates TVAMP, a DBA for his LPL business, and provides administrative support to Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm, dedicating full-time hours to this. Luke also owns TVAMP PropCo I, a real estate rental, spending minimal time on it.

Employment History
Current Registrations
Tvamp, LLC
April 2021 - Present · 5 yrs
LPL Financial LLCBroker
April 2021 - Present · 5 yrs
Previous Registrations
Evercore Group L.L.C.Broker
August 2018 - March 2021 · 2 yrs 7 mos
Tennessee Valley Asset Management Partners, LLC
November 2013 - September 2016 · 2 yrs 10 mos
LPL Financial LLCBroker
August 2012 - September 2016 · 4 yrs 1 mo
State Registrations1 state
TN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.