M1 Capital Management LLC
Assets Under Management
$406.0M
Number of Clients
371
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$58.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
M1 Capital Management offers tailored investment advice and financial planning services. Strategies include tactical asset allocation, tactical dividend income, and fixed income portfolios. They work with clients to define financial goals, analyze assets, and build long-term plans, offering both one-time and ongoing financial planning services.
Fee Structure
Investment management fees range from 0.10% to 2.0% of assets under management, depending on portfolio size and strategies. Financial planning fees are charged as a one-time flat fee ($150 to $10,000) or an ongoing yearly flat fee, billed quarterly. Combined financial planning and investment management fees range from 0.25% to 2.0%. Fees are negotiable. The minimum relationship size is $100,000, but this may be negotiable.
Areas of Practice
Location
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302