TBH Global Asset Management (operating as TBH Advisors) provides investment management, financial planning, consulting, pension consulting, trust services, and bill-paying services to individuals, high-net-worth clients, corporations, and retirement plans. The firm builds customized investment portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, often utilizing tactical models from third-party managers like JPMorgan Investment Management and automated tax-loss harvesting through 55ip. TBH Global Asset Management offers discretionary and non-discretionary portfolio management. Financial planning is available as a one-time project, ongoing comprehensive support through an annual retainer, or billed hourly or as a percentage of income. The firm operates offices in Brentwood and Franklin, Tennessee.
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.