J Newtown is a registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Houston, TX, with 26 years of industry experience. J 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
1885 St James Place Ste 950, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Turtle Creek Wealth Advisors, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Private Client
Salient Capital Advisors, LLC
Salient Capital L.P.Broker
Ghe Advisers, L.P.
Endowment Advisers, L.P.
Smh Capital INC.Broker
Salient Advisors, L.P.
Redstone Consulting LLC
Redstone Consulting, LLCBroker
Painewebber IncorporatedBroker
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.