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Franklin, TN 37064
615-465-6397
Locally owned wealth management built on relationships that last generations
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.
See Disclosures
General Information
Firm Start Year
2008
No. of Employees
20-49
Firm CRD#
145536
Name of Broker/Dealer
None - SEC Registered Investment Advisor
Name of Custodial Firm
Fidelity Institutional
States Licensed in
TN
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers
Services
Investment Types
Bonds, Options & Futures, Stocks, Alternative Investments, Mutual Funds
Can meet clients in the following ways
Your Home, Our Office, Email, Your Office, Phone, Video Conference, Our Offices
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
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890306/retirementplanning-TBH-Global-Asset-Management-LLC-detailed-disclosure.html