Joshua Tyler Gilbert
Investment Adviser Representative at QUARTZ PARTNERS INVESTMENT MANAGEMENT
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Active Strategies - $0 to $499,999.99 | 0.75% |
| Active Strategies - $500,000 to $2,999,999.99 | 0.60% |
| Active Strategies - $3,000,000 and above | 0.50% |
| Passive Strategies - $0 to $499,999.99 | 0.48% |
| Passive Strategies - $500,000 to $2,999,999.99 | 0.40% |
| Passive Strategies - $3,000,000 and above | 0.35% |
Firm-stated minimum; may be waived at the firm's discretion.
QUARTZ PARTNERS INVESTMENT MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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