Robert James Stapleton

14 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

M1 Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

371 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$406.0M

Fee Structure

Minimum Investment:$100K

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.

Other Business Activities

Robert is a partner in CART Investments, an LLP investing in real estate, dedicating minimal time. He is also a partner in Hawk Partners LLC and Hawk Investment LLC, both investment-related, dedicating minimal time to each.

Employment History

Current Registrations

M1 Capital Management LLC

September 2011 - Present · 14 yrs 5 mos

Previous Registrations

Thinkorswim Advisors, INC.

June 2011 - September 2011 · 3 mos

State Registrations3 states

FLMITX

Advisor

Exams

No exam information available for this advisor.