Turtle Creek Trust offers investment management services, primarily managing portfolios with the ability to make investment decisions for clients. They use equity, fixed income, and balanced strategies. They work with clients to understand their investment goals, time horizon, and risk tolerance, and then create a written investment policy. Turtle Creek Trust also provides non-discretionary investment advice to Turtle Creek Trust Company, LTA, an affiliated trust company.
Assets Under Management$3.7B
Clients105
Advisors3
Avg. per Client$35M
Avg. per Advisor$1.2B
www.turtlecreekdallas.com ·www.linkedin.com/company/turtle-creek-managemen... ·www.turtlecreektrust.com
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the client's circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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