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Paul Dunbar

M1 Capital Management LLC
37 Years of Experience
Bloomfield Hills, MI
View SEC Summary
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Paul Dunbar is a registered investment advisor at M1 Capital Management LLC, based in Bloomfield Hills, MI, with 37 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 403 clients with $450M in assets under management.

M1 Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
403 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$450.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.10% to 2.0% and are negotiable based on portfolio size and strategies requested.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302

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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 Activities

Paul is a partner at M1 Capital Management, dedicating full-time hours to this RIA. He also works as a real estate agent representing buyers and sellers of Northern Michigan lakefront properties, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
M1 Capital Management LLC
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2011 - December 2021 · 10 yrs 5 mos
TD Ameritrade, INC.Broker
May 2010 - July 2011 · 1 yr 2 mos
Thinkorswim Advisors, INC.
April 2007 - September 2011 · 4 yrs 5 mos
Thinkorswim, INC.Broker
December 2002 - May 2010 · 7 yrs 5 mos
Abn Amro Financial Services, INC.Broker
October 2001 - January 2003 · 1 yr 3 mos
Independence One Brokerage Services, INC.Broker
January 1990 - October 2001 · 11 yrs 9 mos
Painewebber IncorporatedBroker
July 1988 - May 1989 · 10 mos
State Registrations1 state
MI
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.
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