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Firm

TBH Global Asset Management

Brentwood, Tennessee

Fee-only

TBH Global Asset Management at a glance

  • One of 180 fee-only firms based in Tennessee in the Wellspent graph.
  • 11 advisors are listed here; 5 of 11 hold the CFP.
  • Its Form ADV reports 22 employees and 1,002 individual clients, 431 of them high net worth.
  • Its average account is about $397,000 (assets it manages divided by its 3,735 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Based inBrentwood, Tennessee
Websitetbhglobalasset.com
Phone(615) 690-4820

TBH Global Asset Management fees

TBH Global Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$1.5 billion
Individual clients571
High-net-worth clients431
Accounts managed3,735
Employees22
Planning clients1-10
Registered withThe SEC (801-68624)
Financial planningOffered
Form ADV filedMarch 23, 2026
SEC recordCRD 145536

Advisors at this firm (11)