Turtle Creek Management Review


Trust Score 76%
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Turtle Creek Management, federally registered in 2006, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 advisors. Turtle Creek Management manages $3 billion and provides investment advisory services for 358 clients (1:90 advisor/client ratio).

Turtle Creek Management requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history

Considerations


  • There is only one licensed advisor for every 90 clients (industry average 1:50)
  • Firm has been federally registered for only 12 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3 billion
Average Account AUM $7,310,619
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $10,000
Advisor / Client Ratio 1:90
Headquarters Dallas, TX
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $3,000,000 0.80%
$3,000,001 to $5,000,000 0.70%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%


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