TVAMP offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full or modular written plans and consultations. TVAMP may refer clients to third-party money managers and offers services through LPL Financial's advisory programs. They also offer estate planning services through a third party.
Assets Under Management$1B
Clients2,612
Advisors22
Avg. per Client$380K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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