Katherine Yoho is a CFP-designated registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 19 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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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 Activities
Katherine is a volunteer member of the Supervisory Committee for Parthenon Federal Credit Union since July 2019. She dedicates minimal time to this role, attending monthly meetings and participating in occasional audits.
Employment History
Current Registrations
Tbh Global Asset Management, LLC
Previous Registrations
Wiley Bros.-Aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLCBroker
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
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