Turtle Creek Wealth Advisors, LLC

Turtle Creek Wealth Advisors, LLC, operating as Turtle Creek, is a Multi-Family Office established in June 2022. The firm specializes in providing portfolio management, financial planning, estate and tax planning, family governance, income tax planning, and family office services to high net worth individuals, trusts, and foundations. They offer services such as risk management, private banking, charitable giving strategies, and foundation management. The firm's investment strategy includes long-term capital appreciation through various strategies like Dividend Appreciation, Focus, and Legacy Strategies. Clients have the option for discretionary or non-discretionary investment management. The firm may utilize sub-advisers for portfolio management and may internally manage client portfolios based on specific strategies. Fees are individually negotiated, generally ranging from 0.25% to 1.25% annually, with additional charges for certain services. The firm is a fiduciary and does not engage in cross trades. Clients may direct brokerage, and the firm typically recommends Charles Schwab & Co., Inc. as a custodian. The firm does not vote proxies for client securities and has no disciplinary events to report. The Adviser managed approximately $1.2 billion on a discretionary basis and $116.7 million on a non-discretionary basis as of December 31, 2024.