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TBH Global Asset Management LLC

Tel: 615-465-6397
125 3rd Avenue North
Franklin, TN 37064
TBH Global Asset Management LLC | Financial Advisor in Franklin ,TN

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

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General Information

States Licensed in:   TN
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types:   Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks
Can meet clients in the following ways:   Our Office, Phone, Your Office, Email, Video Conference

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

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890306/wiseradvisor-tbh-global-asset-management-llc-detailed-disclosure.html

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


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
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