Robert Stapleton
Robert Stapleton is a registered investment advisor at M1 Capital Management LLC, based in Bloomfield Hills, MI, with 15 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.10% to 2.0% and are negotiable based on portfolio size and strategies requested.
Fee Estimator
Location
7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Thinkorswim Advisors, INC.
State Registrations3 states
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
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