David Merrell is a registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,010 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Location
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David owns rental property and is a passive owner of Orion CFO, LLC, a bookkeeping/accounting firm, dedicating minimal time to each. He is also an owner and Director of Operations for TBH Advisors and a Director for SCC Bancshares, Inc., and serves as a personal trustee, spending about 10-20% of his time on these investment-related activities.
Employment History
Current Registrations
Tbh Global Asset Management, LLC
State Registrations3 states
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