William Butler
Advisor at TBH Global Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at TBH Global Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Brentwood, TN 37027
Credentials
Series 66
Industry experience
15 years
William Butler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several restaurant ventures, including Burger Up and Mojo's Tacos. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, utilizing both in-house and third-party model solutions.
Based on TBH Global Asset Management, LLC
Based on TBH Global Asset Management, LLC
Fixed fees for financial planning and consulting services, negotiated per client
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.40% $1,000,000 - $3,000,000: 1.30% $3,000,000 - $5,000,000: 1.20% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.90%
Certain financial professionals also licensed insurance agents and registered reps earning commissions on insurance and securities sales
Hourly fees for financial planning and consulting services, rates negotiated per client
Ongoing financial planning services offered on a retainer basis, billed monthly or quarterly, fee negotiated per client
Fee-only: Financial planning fees offered as hourly, fixed fee, or percentage of gross income (up to 1%)
6 Cadillac Dr., Suite 300
Brentwood, TN 37027
Tennessee
TBH Global
2022 - Present (4 years)
TBH Advisors
2018 - Present (8 years)
Morgan Stanley Private Bank, National Association
2015 - 2018 (3 years)
Morgan Stanley Smith Barney
2010 - 2018 (8 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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