Chevonne Farler
Chevonne Farler is a registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 20 years of industry experience. Chevonne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 1,054 clients with $1.5B 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 at the firm's sole discretion. Accounts may be grouped to meet minimum thresholds, and fees may be waived for family and friends.
Fee Estimator
Location
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027
Get directionsHistory
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 ActivitiesSells Insurance
Chevonne is an insurance agent selling fixed life & annuities, health, disability, and long-term care insurance since 2016. This takes a few hours per week.
Employment History
Current Registrations
Tbh Global Asset Management, LLC
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
Previous Registrations
Tbh Advisors, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wiley Bros.-Aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Katherine Yoho, CFPTbh Global Asset Management, LLC
- Samuel Davis, CFPTbh Global Asset Management, LLC
- Phillip Reynolds, CFPTbh Global Asset Management, LLC
- Jones Warf, CFPTbh Global Asset Management, LLC
- Stuart Goss, CFPLPL Financial LLC
- Jackson Hornsby, CFPLuken Investment Analytics, LLC