Turtle Creek WealthCare (TCWC) offers financial planning and investment advisory services to individuals, trusts, and endowments. TCWC uses the Wealthcare Planning system to help clients avoid unnecessary investment risk and measure progress toward their goals. TCWC monitors client goals, reaffirms goal ranges and priorities, and minimizes investment portfolio expenses and income taxes by using tax-efficient, broadly diversified indexed exchange-traded funds. TCWC either manages investments directly on a non-discretionary basis or recommends third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.05% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Individual accounts for immediate family members are aggregated. Fees are subject to negotiation. TCWC offers discounted rates to its employees and their families as well as to institutional and very high net worth clients. For clients that do not require or desire a WEALTHCARE Plan and ongoing advice on goals or other planning, TCWC offers a lower fee, typically 40% below full service wealth management fees.