Assets Under Management
$1.3B
Number of Clients
1,010
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$91.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
TBH Global Asset Management offers investment management tailored to individual needs, financial planning (one-time or ongoing), consulting, pension consulting, trustee services, and bill payer services. They use JP Morgan and 55ip for asset allocation and tax optimization. Fees are negotiable.
| Assets Under Management | 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 at our sole discretion.
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027