DH
CFP
DH
CFP

Dillon Lee Haviland

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,010 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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 at our sole discretion.

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Tbh Global Asset Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2022 - April 2023 · 1 yr
Charles Schwab & CO., INC.
April 2022 - April 2023 · 1 yr
TD Ameritrade, INC.Broker
November 2021 - April 2023 · 1 yr 5 mos
TD Ameritrade Investment Management, LLC
November 2021 - April 2023 · 1 yr 5 mos
TD Ameritrade, INC.
November 2021 - October 2022 · 11 mos
J.P. Morgan Securities LLC
November 2019 - October 2021 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
November 2019 - October 2021 · 1 yr 11 mos
Morgan Stanley
December 2018 - April 2019 · 4 mos
Morgan StanleyBroker
November 2018 - April 2019 · 5 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.