John Reilly is a CFA-designated registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Portfolio management fees are individually negotiated and generally range from 0.25% to 1.25% annually. Separate account managers charge an additional 0.18% to 0.75%, and internal direct management strategies add an extra 0.20% annually.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
John is a managing member of Perennial Ventures LLC, a personal holding company, and CFO of SRP Mercury Employee Holdings LLC/ SRP Pontiac Employee Holdings LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Turtle Creek Wealth Advisors, LLC
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.
Exams
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