Richard Jackson
Richard Jackson is a CFP-designated registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Turtle Creek's portfolio management fees are individually negotiated and range from 0.25% to 1.25% annually, depending on the level of engagement and the size of the client's accounts. If Turtle Creek directly manages a portion of your portfolio, they will charge an additional fee of 0.20% annually on those assets. Clients may also incur separate account manager fees, generally between 0.18% and 0.75% annually.
Location
2828 N. Harwood Street, Suite 1250, Dallas, TX, 75201
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Regulatory History (1)
Customer Dispute
October 2022Employment History
Current Registrations
Turtle Creek Wealth Advisors, LLC
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Kingswood Capital Partners, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Schlindwein Associates LLC
Raa Wealth Management, LLC
Cleary Gull INC.Broker
Cleary Gull INC.
Retirement Advisors of America
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.