Douglas Cook is a registered investment advisor at M1 Capital Management LLC, based in Troy, MI, with 14 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 371 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M1 Capital Management's investment management fees range from 0.10% to 2.0% of the value of your portfolio annually, depending on the size of your account and the strategies you choose. Fees are negotiable and are charged quarterly in advance. If you end your contract before the quarter is over, you'll get a refund for the unused portion. Clients also pay indirect fees on ETFs and mutual funds, plus brokerage fees.
Location
200 E Big Beaver Rd, Ste 132, Troy, MI, 48083
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a principal real estate investor through CGT Enterprises since 2016. This takes about 10-20% of his time.
Employment History
Current Registrations
M1 Capital Management LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.