Quarton Capital Partners is a registered investment advisor located in Birmingham, Michigan, founded in early 2026. The firm offers personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. When managing portfolios, Quarton Capital Partners builds customized strategies using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, options, and alternative investments, while taking into account each client's specific goals, risk tolerance, and tax considerations. In addition to managing investments with the authority to make trades without asking first, Quarton Capital Partners provides financial planning and consulting covering retirement planning, education savings, and personal savings. The firm operates as a fiduciary, meaning it is legally required to act in your best interest. Quarton Capital Partners does not have a minimum investment requirement to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees range up to 1.50% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable at the firm's discretion.