Gregory Kalb is a registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 23 years of industry experience. Gregory 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
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a member of the Endowment Committee for The Long Center since 2014, advising on asset allocation. This requires minimal time.
Employment 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
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Eklektikos Capital Management, LP
Waterstreet Investment Consultants, LLC
Citigroup Global Markets INC.Broker
State Registrations1 state
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