M1 Capital Management LLC
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Overview
M1 Capital Management LLC operates as a financial advisory company based in Bloomfield Hills, Michigan. M1 Capital Management LLC handles $276.9 million in total assets over 830 client accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 5 financial advisors. M1 Capital Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as equities, options and bonds.
M1 Capital Management LLC administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing to seek the client's authorization. The investment advisory firm's average account size is $333,576. The typical financial advisor at M1 Capital Management LLC oversees around 166 client accounts.
M1 Capital Management LLC's headquarters is at 7 West Square Lake Road, Suite 112, Bloomfield Hills, Michigan 48302. M1 Capital Management LLC is registered to serve investors across 10 states, including Arizona, California, Florida, Illinois, Michigan, North Carolina, Texas, Utah, Virginia and Missouri.
Assets Under Management
Number of Advisors
Disclosures
Office Location
M1 Capital Management LLC by the Numbers
$276.9 million
9
830
$333.6 thousand
Products and Services
M1 Capital Management LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. In the past fiscal year, it provided financial planning services to 26-50 of its accounts. The firm is not involved in selling products or offering services apart from investment advice to its investment advisory clients. M1 Capital Management LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, insurance company or agency and real estate broker or dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by the firm most likely consist of any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors and corporations. Out of its 830 accounts, M1 Capital Management LLC's biggest client by number of accounts is retail investors, although it also serves 61 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 11.3%
- Other Individuals - 70.19%
- Corporations - 18.52%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
M1 Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at M1 Capital Management LLC
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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