David Lee
David Lee is a registered investment advisor at Mach-1 Financial Group, LLC, based in Rogers, AR, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 1,566 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Estate planning coordination — Up to $10,000 depending on the complexity of your situation, covering the creation of wills, trusts, living wills, and powers of attorney through an online platform.
Location
1001 S. 52nd Street, Suite 100, Rogers, AR, 72758
Get directionsHistory
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 ActivitiesSells Insurance
David is the President of David A Lee, Inc., an insurance agency, dedicating a few hours per week to insurance sales. He is also President of Mach-1, LLC, a holding company for a plane he owns, and President of Lee and Lee Investments, LLC, a holding company for a building, spending minimal time on these activities.
Employment History
Current Registrations
Mach-1 Financial Group, LLC
Previous Registrations
Fusion Capital Management
Brookstone Capital Management LLC
C. W. "chuck" Beale & Associates Retirement Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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