Timothy Marchesi is a CFA-designated registered investment advisor at Demarche, based in Merriam, KS, with 26 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMS charges for investment services in two ways:
- As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
- As a flat fixed fee, which is negotiated with clients.
Location
6700 Antioch Road, Ste. 420, Merriam, KS, 66204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is a co-trustee of The Robert F. Marchesi Family Trust, which has interests in three investment-related entities. Timothy is also a direct owner of ENDEX Capital Management.
Employment History
Current Registrations
Demarche
Demarche
Previous Registrations
Endex Capital Managment LLC
Kansas City Brokerage. INCBroker
Banc One Securities CorporationBroker
State Registrations1 state
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