Marchi Investments provides personalized investment management services tailored to individual client goals, risk tolerance, and time horizon. Services include risk tolerance assessments, financial planning, asset allocation, and portfolio monitoring. The firm focuses on long-term, low-cost indexing strategies and buy-and-hold investing, periodically rebalancing portfolios as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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