Tartan Financial Group offers personalized portfolio management, financial planning, and pension consulting services. Tartan Financial Group constructs custom investment portfolios based on each client's goals, time horizon, and risk tolerance, utilizing mutual funds, stocks, bonds, exchange-traded funds, real estate funds, and private placements. In addition to managing investments, Tartan Financial Group creates comprehensive financial plans covering investment planning, life insurance, taxes, retirement, college savings, and debt management. Tartan Financial Group also provides consulting services for employee benefit plans and retirement accounts. The firm is led by James Robert Allen and operates out of Andover, Kansas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable based on account size and complexity.