Turtle Creek Wealth Advisors offers portfolio management, financial planning, estate and tax planning, family governance, and core family office services. They work with clients to understand their financial situation, goals, and risk tolerance to develop an investment plan. They may use sub-advisors to manage portions of a client's portfolio or manage it directly. Financial planning is generally provided in conjunction with portfolio management services.
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.