Douglas Simmang is a registered investment advisor at Turtle Creek Wealthcare, based in Dallas, TX, with 24 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 73 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.05% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Individual accounts for immediate family members are aggregated. Fees are subject to negotiation. TCWC offers discounted rates to its employees and their families as well as to institutional and very high net worth clients. For clients that do not require or desire a WEALTHCARE Plan and ongoing advice on goals or other planning, TCWC offers a lower fee, typically 40% below full service wealth management fees.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Turtle Creek Wealthcare
Previous Registrations
Ameriprise Financial Services, INC.
American Express Financial Advisors, INC.
State Registrations2 states
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