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Melissa Mijares

12 Years of Experience
Knoxville, TN
Broker

Melissa Mijares is a registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 12 years of industry experience. Melissa 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

Melissa provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, dedicating full-time hours to this endeavor. She also serves as Board Secretary for the Widowed Parent Relief Project, spending a few hours per week.

Employment History
Current Registrations
Tvamp, LLC
April 2022 - Present · 4 yrs
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
LPL Financial LLC
August 2021 - July 2022 · 11 mos
Edward Jones
May 2013 - August 2021 · 8 yrs 3 mos
Edward JonesBroker
March 2013 - August 2021 · 8 yrs 5 mos
State Registrations10 states
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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.