M
Marchi Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Marchi Investments LLC offers investment management and financial planning services that include risk tolerance assessments, asset allocation and selection, portfolio monitoring, and tailored financial planning based on client goals, time horizon, and risk tolerance. The brochure states the firm generally advises individuals and high‑net‑worth clients and can implement personalized portfolios and periodic reviews to align with each client’s objectives.
The firm’s investment approach combines fundamental security analysis with modern portfolio theory and a preference for low‑cost indexing and long‑term, buy‑and‑hold strategies, with periodic rebalancing and tactical reallocations as conditions warrant. Marchi Investments discloses it will not accept custody of client assets, avoids performance‑based compensation, and uses trading strategies such as options or shorter‑term trades only in limited circumstances.
Distinctive features in the brochure include a reported $0 in assets under management as of December 31, 2025 and fee language that explicitly allows negotiation based on the nature of the client relationship (for example, institutional versus private clients), indicating flexibility to serve a broader set of client types than some peers. The firm also discloses prior corporate finance and analytics experience among its leadership, states it receives no soft‑dollar benefits, does not vote client proxies, and requires clients to custody assets with independent custodians.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Main office location
Marchi Investments LLC
Waunakee WI, United States
Number of offices
1
Most active in
Marchi Investments LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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