Douglas Cook
Advisor at M1 Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at M1 Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48083
Credentials
Series 63, Series 66
Industry experience
14 years
Douglas Cook is a financial advisor at M1 Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and Schwab Bank. Outside of his advisory role, he is a principal real estate investor through CGT Enterprises. M1 Capital Management provides discretionary portfolio management and financial and tax planning services primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset allocation approach using diversified ETFs and fixed-income instruments, tailoring portfolios based on clients’ risk and objectives.
Based on M1 Capital Management LLC
Based on M1 Capital Management LLC
Financial planning one-time flat fees starting at $150, commonly $1,500, up to $10,000 depending on plan complexity.
0.10% to 2.0% annually (negotiable based on portfolio size and strategies)
Account minimum: $100,000 Fee-only: Financial planning one-time fees range from $150 to $10,000; continuous financial planning fees charged as yearly flat fee billed quarterly in advance; combined continuous financial planning and investment management fees range from 0.25% to 2.0% annually.
200 E Big Beaver Rd, Ste 132
Troy, MI 48083
Michigan
M1 Capital Management
2023 - Present (3 years)
CGT Enterprises
2015 - Present (11 years)
Charles schwab Bank
2015 - 2023 (8 years)
Charles Schwab
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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