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Mark Cameron

23 Years of Experience
Las Colinas, TX
1 DisclosureBroker

Mark Cameron is a registered investment advisor at Quartz Partners Investment Management, based in Las Colinas, TX, with 23 years of industry experience. Mark 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

600 E. John Carpenter Freeway Suite 200, Las Colinas, TX, 75062

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2015
Other Business Activities

Mark operates as a fine art dealer referral source under the name Cameron Harrod since 2017. He dedicates minimal time to this non-investment related activity, referring potential buyers to David Dyke Fine Art.

Employment History
Current Registrations
Quartz Partners Investment Management
May 2023 - Present · 3 yrs
Etico Partners, LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Etico Wealth Management LLC
May 2016 - October 2023 · 7 yrs 5 mos
Dinosaur Financial Group, L.L.CBroker
April 2016 - January 2018 · 1 yr 9 mos
Charles Schwab & CO., INC.
May 2012 - November 2015 · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
May 2012 - November 2015 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - April 2012 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - April 2012 · 2 yrs 5 mos
Banc of America Investment Services, INC.
July 2005 - April 2006 · 9 mos
Banc of America Investment Services, INC.Broker
July 2005 - April 2006 · 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - June 2005 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - June 2005 · 2 yrs 6 mos
Prudential Securities Incorporated
September 1998 - January 2003 · 4 yrs 4 mos
Prudential Securities IncorporatedBroker
August 1998 - January 2003 · 4 yrs 5 mos
State Registrations1 state
TX
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.
Mark Cameron - Financial Advisor | TrueAdvisor