Mach-1 Financial Group is an Arkansas-based registered investment advisor that provides estate planning coordination and access to tax planning professionals. For estate planning, Mach-1 Financial partners with Wealth.com to help clients create and maintain wills, trusts, and powers of attorney through an online platform. Mach-1 Financial also offers tax planning coordination and can cover the cost of third-party Certified Public Accountants in certain circumstances. While Mach-1 Financial manages hundreds of millions in client assets through an investment management program, details regarding portfolio management and investment fees are disclosed exclusively in a separate wrap fee program brochure. The firm works primarily with individuals, families, trusts, and businesses.
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.