TBH Global Asset Management (operating as TBH Advisors) offers investment management tailored to your needs, financial planning (one-time or ongoing), and consulting services. They use JP Morgan and 55ip for asset allocation and tax-efficient strategies. TBH Advisors also provides pension consulting, trustee services, and bill payer services. They gather information to create personalized portfolios and may use model portfolios. For accredited investors, alternative investments may be used.
Assets Under Management$1.3B
Clients1,010
Advisors13
Avg. per Client$1.3M
Avg. per Advisor$98M
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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