Tennessee Valley Investment Management (TVIM) manages investment accounts for clients, aiming to meet their financial goals. TVIM may invest in stocks, mutual funds, ETFs, bonds, and other investments. TVIM also offers financial consulting services, providing advice on specific financial situations. TVIM does not require a minimum account size.
Assets Under Management$11M
Clients33
Advisors1
Avg. per Client$320K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
All fees are negotiable and the agreed to fee will be stated in the client's Investment Management Agreement. Total fees charged by TVIM will not exceed 2% of assets under management annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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