Quartz Partners Investment Management
SEC RegisteredWealth Management + Investment Advisory Services, Unique as You.
About the firm
Etico is focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client. They help guide clients through all stages of their financial life, providing clarity and a path to financial wellness through personalized advice and intuitive technology.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Estate Planning, Insurance Solutions, Corporate 401K Plans, back-office support, intuitive technology, open architecture investments, payout and succession planning, and advisor platform solutions.
Who they serve
Investors seeking personalized financial advice and advisors looking to grow their practice with back-office support, technology, and strategic resources.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 621 | $178M |
| High Net Worth Individuals | 67 | $181M |
| Charitable Organizations | 8 | $31M |
| Insurance Companies | 5 | — |
704 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
| 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% |
Data as of December 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quartz Partners Investment Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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