Melissa Mijares is a CFP-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 13 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,553 clients with $1.2B 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% |
Maximum annual advisory fee is 2.00% of assets under management. Fees are negotiable based on account size and complexity.
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 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations10 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.
Exams
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