Tbh Global Asset Management, LLC
Assets Under Management
$1.3B
Number of Clients
1,010
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$91.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TBH Global Asset Management, LLC (TBH Advisors) offers investment management, financial planning, consulting, pension consulting, trustee, and bill payer services. Investment management is tailored to individual needs, using various investment strategies and may include third-party managers like JP Morgan and 55ip. Financial planning can be comprehensive or limited, offered as a one-time or ongoing service.
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
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.
Areas of Practice
Location
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027