M1 Capital Management LLC

Assets Under Management

$406.0M

Number of Clients

371

Number of Advisors

7

Average Client AUM

$1.1M

AUM per Advisor

$58.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

M1 Capital Management offers investment advice and manages client portfolios using strategies like tactical asset allocation and tactical dividend income. They also provide financial planning services, either as one-time plans or ongoing advice, tailored to individual client needs and goals.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302

7 Advisors at this firm