MN
MN

Matthew Nigg

27 Years of Experience
Bloomington, IN
Broker

Matthew Nigg is a registered investment advisor at Quartz Partners Investment Management, based in Bloomington, IN, with 27 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
704 clients
Average Client Portfolio
$565K average
Assets Under Management
$397.8M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200

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.

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Location

Bloomington, IN

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew works as a sales representative for Grand Ave Pharmacy, bringing in new prescription customers. This takes about a quarter of his time, with most of those hours occurring during trading hours.

Employment History
Current Registrations
Quartz Partners Investment Management
May 2023 - Present · 3 yrs
Etico Partners, LLC
January 2018 - Present · 8 yrs 4 mos
Etico Partners, LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Etico Wealth Management LLC
January 2011 - October 2023 · 12 yrs 9 mos
Dinosaur Financial Group, L.L.CBroker
January 2011 - January 2018 · 7 yrs
Wrp Investments, INC.
September 2006 - December 2010 · 4 yrs 3 mos
Bts Asset Management, INC.
November 1998 - December 2002 · 4 yrs 1 mo
Wrp Investments, INC.Broker
March 1998 - December 2010 · 12 yrs 9 mos
State Registrations3 states
FLINNV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.