TBH Global Asset Management LLC- Financial Advisor Franklin, TN

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About TBH Global Asset Management LLC

At TBH, in Franklin, TN, our team lives in the community we serve - Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.

See Disclosures

General Information

Firm CRD#

145536

States Licensed in

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$1,108,014,329

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Additional Details on Charges

First $250,000: 1.10% Next $750,000 (up to $1,000,000): 1.10% Next $2,000,000 (up to $3,000,000): 0.80% Next $2,000,000 (up to $5,000,000): 0.80% Next $5,000,000 (up to $10,000,000): 0.60% Over $10,000,000: 0.60%

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890306/paladinregistry-TBH-Global-Asset-Management-LLC-detailed-disclosure.html

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TBH Global Asset Management LLC