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Jeffrey Littrell

Tbh Global Asset Management, LLC
13 Years of Experience
Brentwood, TN
Broker
View SEC Summary
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Jeffrey Littrell is a registered investment advisor at Tbh Global Asset Management, LLC, based in Brentwood, TN, with 13 years of industry experience. Jeffrey 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.

Tbh Global Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,054 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.40%
$1.0M - $3.0M1.30%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6 Cadillac Dr., Suite 300, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey works at TBGlobal Advisors, a registered investment advisor, since 2018. This activity takes nearly full-time hours.

Employment History
Current Registrations
Tbh Global Asset Management, LLC
December 2022 - Present · 3 yrs 10 mos
Independence Capital CO., INC.
September 2018 - Present · 8 yrs 1 mo
Independence Capital CO., INC.Broker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Tbh Advisors, LLC
April 2018 - December 2022 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLC
July 2014 - April 2018 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - April 2018 · 3 yrs 9 mos
Edward Jones
February 2013 - July 2014 · 1 yr 5 mos
Edward JonesBroker
November 2012 - July 2014 · 1 yr 8 mos
State Registrations3 states
FLTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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