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 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
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.
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
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
Integrity Alliance, LLC
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.
Exams
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