Tyson Marlow
Tyson Marlow is a registered investment advisor at Quartz Partners Investment Management, based in Mount Pleasant, SC, with 18 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. 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
1156 Bowman Road Suite 200, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
Criminal
April 1999Other 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
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations1 state
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.