Ross Bruner
Ross Bruner is a registered investment advisor at Quartz Partners Investment Management, based in Saratoga Springs, NY, with 16 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 704 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quartz Partners offers investment management services with fees based on a percentage of the total value of your account. The fees are negotiable and may vary. All accounts have a minimum annual fee of $200, which could result in you paying an effective rate greater than the specified fee schedule. The typical investment management fees are:
Active Strategies
- $0 to $499,999.99: 0.75%
- $500,000 to $2,999,999.99: 0.60%
- $3,000,000 and above: 0.50%
Passive Strategies
- $0 to $499,999.99: 0.48%
- $500,000 to $2,999,999.99: 0.40%
- $3,000,000 and above: 0.35%
These fees do not include the Financial Professional’s advisory fee or the expense ratio of any underlying Fund or ETF.
Location
85 Railroad Place, Suite 101A, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ross is the owner of Tristar Advisors LLC, a passive investment vehicle for family-owned real property and other assets, since 2004. He is also a member of Pear Tree Nine, LLC, another passive investment vehicle for family-owned real property and assets, dedicating a few hours per week to managing real estate.
Employment History
Current Registrations
Etico Partners, LLC
Quartz Partners Investment Management
Etico Partners, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Gray Oak Capital, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paloma Securities L.L.C.Broker
Banca Imi Securities CORP.Broker
Abn Amro Securities (USA) INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.