Tartan Road Wealth Advisory manages investment portfolios and provides personalized financial planning for individuals, families, high-net-worth clients, and businesses. Tartan Road Wealth Advisory creates customized investment strategies based on each client's unique goals, risk tolerance, and time horizon. Services include asset allocation, portfolio monitoring, cash flow analysis, retirement planning, tax efficiency reviews, and insurance assessments. Clients can also receive help selecting third-party investment managers or private funds where appropriate. Tartan Road Wealth Advisory tailors its services and allows clients to place reasonable restrictions on their investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable based on the complexity of the client relationship, anticipated future assets, related accounts, and other factors.