Joseph Nassar
Joseph Nassar is a registered investment advisor at Quartz Partners Investment Management, based in Egg Harbor Township, NJ, with 4 years of industry experience. Joseph 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
Egg Harbor Township, NJ
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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 →Employment History
Current Registrations
Quartz Partners Investment Management
Etico Partners, LLCBroker
Etico Partners, LLC
Previous Registrations
Pacer Financial, INC.Broker
Pacer Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
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.