M1 Capital Management offers investment advice and manages portfolios for clients, tailoring services to individual needs. Strategies include tactical asset allocation and a total return program. They also provide financial planning services, either as a one-time plan or ongoing advice, covering areas like retirement, taxes, and estate planning. M1 Capital manages client accounts with discretion.
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.