Paul Dunbar is a registered investment advisor at M1 Capital Management LLC, based in Bloomfield Hills, MI, with 37 years of industry experience. Paul 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
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.
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Paul is a partner at M1 Capital Management, dedicating full-time hours to this RIA. He also works as a real estate agent representing buyers and sellers of Northern Michigan lakefront properties, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
M1 Capital Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
TD Ameritrade, INC.Broker
Thinkorswim Advisors, INC.
Thinkorswim, INC.Broker
Abn Amro Financial Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
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.