John Reilly is a CFA-designated registered investment advisor at Turtle Creek Wealth Advisors, LLC, based in Dallas, TX, with 2 years of industry experience. John 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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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
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