Douglas
Cook
M1 Capital Management LLC
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About this Advisor
Douglas Cook is a financial advisor based in Bloomfield Hills, Michigan, working with M1 Capital Management LLC. Douglas has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Cgt Enterprises, and M1 Capital Management. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Douglas is part of M1 Capital Management LLC, which operates out of Bloomfield Hills, Michigan. The firm has 2 offices and 12 employees. The firm manages assets totaling $339.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at M1 Capital Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M1 Capital Management LLC Brokerage Details
$338,984,145
12
802
$422,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Douglas Cook Work History
M1 Capital Management
Cgt Enterprises
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Douglas Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at M1 Capital Management LLC
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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