William Butler is a registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 15 years of industry experience. William 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
William has ownership stakes in several businesses, including KPMCS, LLC (restaurant), Five Daughters Bakery LLC, Taco Lime, LLC DBA Mojo's Tacos, AB Family, L.P. (real estate), ADM Partnership (real estate), and BDP, LLC (real estate). He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Tbh Global Asset Management, LLC
Previous Registrations
Tbh Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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