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Lemme Investment Group, LLC

Updated today

Client assets under management

$35,774,778

Clients

45

18% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

23

Low

Average account size

$794,995

About

Lemme Investment Group, LLC is a fee‑only registered investment adviser serving individual and high‑net‑worth clients as well as employer‑sponsored retirement plans. The two‑advisor firm manages roughly $35.8 million for about 45 client relationships.

The firm provides discretionary portfolio management and financial planning, constructing portfolios from equities, fixed income, mutual funds, ETFs and cash using a blend of modern portfolio theory, passive and active strategies and, when appropriate, third‑party outside managers. Financial planning is available at no additional fee at the client’s election, and investment programs are tailored to each client’s goals, risk tolerance, and any client‑imposed restrictions.

Distinctive features include a small, recently formed advisory practice (established in 2024) with a principal who holds the CFA charter and the capacity to serve as a 3(38) investment manager for ERISA‑regulated plans. The firm requires client accounts to be held on selected institutional custody platforms, does not aggregate client trades into block orders, and leaves proxy‑voting decisions to clients rather than voting proxies on their behalf.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $249,999: 1.25% $250,000+: 1.00%

Other

Fee-only: Fee-only firm, only compensated by clients for advisory services, no commissions or sales-related compensation.

Main office location

Lemme Investment Group, LLC

Glenview IL, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Christopher S

Series 63, Series 65

Glenview, IL

Lemme Investment Group, LLC

Christopher Sands is a financial advisor with Lemme Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Manning & Napier Advisors, LLC, B. Riley Wealth Advisors, and has been self-employed as a contractor. Sands serves as both a Financial Advisor and Chief Compliance Officer at Lemme Investment Group and is preparing to transition clients to his own firm, Sands Wealth Strategies, LLC. Lemme Investment Group, LLC provides wealth management, retirement plan management, and financial planning services primarily to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs an asset-allocation approach grounded in modern portfolio theory, blending passive and active strategies with a focus on longer-term holdings and discretionary trading.

Wealth management General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Marie L

CFA®, Series 66

Glenview, IL

Lemme Investment Group, LLC

Marie Lemme is a CFA® charterholder with 26 years of industry experience. She is a principal at Lemme Investment Group, LLC, where she has worked since 2024. Her prior roles include positions at B. Riley Wealth Management, National Asset Management, and Fsic. Lemme Investment Group, LLC provides wealth management, retirement plan management, and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs an asset-allocation driven approach based on modern portfolio theory, combining passive and active strategies with a preference for longer-term holdings.

Wealth management General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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