IJ
IJ

Isaac Johnson

1 Year of Experience
Rogers, AR
Sells Insurance

Isaac Johnson is a registered investment advisor at Mach-1 Financial Group, LLC, based in Rogers, AR, with 1 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,293 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,293 clients
Average Client Portfolio
$322K average
Assets Under Management
$416.9M

Fee Structure

Investment management only (planning not offered)

Mach-1 Financial charges a maximum of 1.95% of the value of your portfolio each year. Fees are negotiable. If sub-advisers are used, their fees include trading and custody costs. Some clients may have different fee schedules from previous agreements. A separate asset management fee, not to exceed 1.30%, will be charged for management of Held-Away assets.

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Location

1001 S. 52nd Street, Suite 100, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Isaac is a licensed insurance agent and owns IJ Enterprises, LLC, a real estate business with rental properties since 2018, spending minimal time on it. He also owns Mussdawg Properties, a self-storage business.

Employment History
Current Registrations
Mach-1 Financial Group, LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
AR
Advisor

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
No exam information available for this advisor.
Isaac Johnson - Financial Advisor | TrueAdvisor