About TBH Global Asset Management LLC
At TBH, in Franklin, TN, our team lives in the community we serve - Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.
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General Information
Firm Start Year
Firm CRD#
145536
States Licensed in
TN
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
$1,108,014,329
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1.1
Additional Details on Charges
First $250,000: 1.10% Next $750,000 (up to $1,000,000): 1.10% Next $2,000,000 (up to $3,000,000): 0.80% Next $2,000,000 (up to $5,000,000): 0.80% Next $5,000,000 (up to $10,000,000): 0.60% Over $10,000,000: 0.60%
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890306/financialplanners-TBH-Global-Asset-Management-LLC-detailed-disclosure.html