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Turtle Creek Management Review


Turtle Creek Management, founded in 2006, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 advisors. Turtle Creek Management manages $2.62 billion and provides investment advisory services for 358 clients (1:90 advisor/client ratio).

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Firm does not have an attorney conflict
  • Firm does not have an insurance agent conflict
  • Firm doesn’t privately manage or own the products they recommend

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 12 years
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm has a low advisor to client ratio
  • Firm participates in soft-dollar arrangements and may be incentivized to push trades through broker-dealers that provide benefits to the firm instead of through broker-dealers that could provide the best execution for their clients

Managed Investing


Expand fee details
Trust Score
76
info_outline

Annual Management Fee Percent
Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Disciplinary History No
Total AUM $2.62 billion
Average Account AUM $7,310,619
Broker-Dealer Hybrid No
Advisor / Client Ratio 1:90


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