David Singer is a registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 15 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,010 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.40%
$1.0M - $3.0M1.30%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.00%
$10M+0.90%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

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.

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Employment History
Current Registrations
Tbh Global Asset Management, LLC
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Tbh Advisors, LLC
July 2016 - March 2023 · 6 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
August 2014 - October 2014 · 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2014 - October 2014 · 2 mos
Wells Fargo Advisors, LLCBroker
March 2012 - June 2016 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
March 2012 - June 2016 · 4 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2011 - January 2012 · 3 mos
Wells Fargo Advisors Financial Network, LLC
October 2011 - January 2012 · 3 mos
Thrivent Investment Management INC.
April 2009 - June 2010 · 1 yr 2 mos
Thrivent Investment Management INC.Broker
March 2009 - June 2010 · 1 yr 3 mos
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Singer - Financial Advisor | TrueAdvisor