Dillon Lee Haviland

CFP

Tbh Global Asset Management, LLC

6 Years of Experience

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Firm Information

Tbh Global Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

14 advisors

Number of Clients

1,010 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.3B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $1.0M	1.40%
$1.0M - $3.0M	1.30%
$3.0M - $5.0M	1.20%
$5.0M - $10.0M	1.00%
$10M+	0.90%

All fees are negotiable at our sole discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning fees can be hourly, fixed, or a percentage of gross income, as negotiated. Consulting services are typically billed hourly. Clients may incur additional fees related to fund expenses within JP Morgan products or 55ip's platform. All fees are negotiable. There is no stated minimum account size.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

6 Cadillac Dr., Suite 300, Brentwood, TN, 37027

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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.