Mach-1 Financial Group offers investment management services, sometimes using third-party sub-advisers. They also offer an automated online service called Ascent. Clients can also access estate planning solutions through Wealth.com and cash management solutions through Flourish Cash. Mach-1 Financial can also manage retirement assets held away at other custodians using the Pontera platform.
Assets Under Management$420M
Clients1,293
Advisors8
Avg. per Client$320K
Avg. per Advisor$52M
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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