TrueAdvisor
TrueAdvisor
TM
TM

Tyson Marlow

Quartz Partners Investment Management
19 Years of Experience
Mount Pleasant, SC
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Tyson Marlow is a registered investment advisor at Quartz Partners Investment Management, based in Mount Pleasant, SC, with 19 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 772 clients with $610M in assets under management.

Quartz Partners Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
772 clients
Average Client Portfolio
$793K average
Assets Under Management
$611.9M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K - $3.0M0.60%
$3M+0.50%

Rates shown are for active strategies. Passive strategies have separate tiers (0.48%, 0.40%, and 0.35%). Fees are negotiable. Other programs have different limits, such as the digital investing program capping fees at 1.50% and the turnkey asset management program capping total fees at 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1156 Bowman Road Suite 200, Mount Pleasant, SC, 29464

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.
Criminal
April 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tyson is the sole member of Moss Bluff Management, LLC, created for tax efficiency related to his income, including insurance commissions, and he offers investment advisory services through Quartz Partners Investment Management. He also co-owns Uniworks Cleaning, LLC with his wife, dedicating about 10-20% of his time, and owns Windsome Place LLC and Astor Drive LLC for liability protection related to rental properties, spending minimal time on each.

Employment History
Current Registrations
Quartz Partners Investment Management
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Kalos Management
November 2014 - August 2023 · 8 yrs 9 mos
Kalos Capital, INC.Broker
November 2014 - September 2022 · 7 yrs 10 mos
Berthel Fisher & Company Financial Services, INC.
July 2007 - November 2014 · 7 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
June 2007 - November 2014 · 7 yrs 5 mos
State Registrations1 state
SC
Advisor

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.
More Advisors
More financial advisors in Mount Pleasant, SC →All financial advisors in South Carolina →