TBH Advisors

Wealth Management Firm in Davidson County, TN

Firm Info
Address: 6 Cadillac Dr #300, Brentwood, TN 37027, USA
Phone: (615) 690-4820

Firm Size
Assets Under Management: $111.1 million
# of Advisors: 5
# of Clients: 383
Client to Advisor Ratio: 77:1
Average Account Size: $289,969
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Tbh Advisors, LLC Overview

TBH ADVISORS, LLC is a registered investment advisory firm that offers investment advice only. Based in Brentwood, TN, the firm has been in operation since 2015. As a fee-only firm, TBH ADVISORS charges its clients strictly for the services rendered without any form of commissions based compensation. The company provides financial planning services as well as portfolio management for individual clients and small businesses. Clients can expect personalized financial advice from experienced advisors who take into account their specific goals and objectives. In addition, the firm offers portfolio management services to businesses or institutional clients to help structure and manage their portfolios. At TBH ADVISORS, clients can expect a unique and personalized approach to investment management. The firm's team of skilled professionals tailor their services to meet the needs of each individual client. Whether it's creating a comprehensive investment plan or managing portfolios for large institutional clients, TBH ADVISORS has the expertise and experience to help its clients achieve their financial goals.

TBH Advisors, LLC boasts an extensive range of clients, including individuals, high net worth individuals, and other corporation types not listed. The company prides itself on delivering tailored and expert advice to all clients, regardless of their background, needs, or investment goals. Whether individuals are seeking financial planning guidance, estate planning strategies, or long-term investment advice, TBH Advisors, LLC has the experience and knowledge to deliver results. High net worth individuals can enjoy specialized wealth management services to grow and protect their assets. Furthermore, the company welcomes other corporation types that require financial expertise and investment advice tailored to their specific business needs. TBH Advisors, LLC understands that each client has unique financial goals and requirements, and therefore offers a variety of fee structures depending on the services provided. Clients can choose from percentage of assets under management (AUM), hourly, or fixed fees. The percentage of AUM fee structure is ideal for those who are seeking long-term wealth management services and want their advisor to have skin in the game. Hourly fees are perfect for clients looking for a quick consult or one-time financial planning service without any long-term commitment. Fixed fees are ideal for clients who want a transparent fee schedule based on the services required. TBH Advisors, LLC's diverse fee structures cater to all clients' needs regardless of their circumstances and provide a flexible approach to deliver value-added advice.

Typical Clients, Fee Structures & Investment Minimum

According to TBH ADVISORS, LLC's Part 2 Brochure, there's no investment minimum for their advisory services. The note about investment minimums states that the firm currently has no stated minimum account size and no minimum fee requirements. Therefore, individuals, high net worth individuals, trusts, estates, retirement accounts, corporations, and business entities are eligible for their services regardless of the amount they want to invest.

How This Office Can Help Davidson County, TN Residents

Edward Jones - Financial Advisor: Andy Edmunds, CFP®|ChFC®|CLU® provides tailored assistance to clients in Florence County, SC with their financial planning needs. The services offered by Andy Edmunds are personalized to meet the specific financial challenges and goals faced by those living in Florence County. For instance, many residents in Florence County may be facing retirement planning challenges, including insufficient retirement savings or concerns about outliving their retirement funds. Others may need assistance with managing debt, saving for college education, or planning for long-term care costs. Recognizing these challenges, Andy Edmunds works closely with clients to develop sound financial plans that address their unique needs and circumstances. He uses his extensive experience, expertise and financial planning tools to help clients make informed financial decisions, ultimately helping them achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Tbh Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Tbh Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tbh Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6 Cadillac Dr #300, Brentwood, TN 37027, USA
Phone (615) 690-4820
Opening Hours
  • Mon 8 AM–4 PM
  • Tue 8 AM–4 PM
  • Wed 8 AM–4 PM
  • Thu 8 AM–4 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.


Disciplinary History

Tbh Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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