Wesley Wright is a CFA-designated registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 6 years of industry experience. Wesley 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wesley is a partner with RWMA Investments, LLC, which owns land, rental properties, and other assets. He dedicates minimal time to this investment-related activity, including asset visits and reviews.
Employment History
Current Registrations
Turtle Creek Wealth Advisors, LLC
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Raymond James Financial Services Advisors, INC
State Registrations1 state
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