Douglas Anders Cook
Advisor at M1 Capital Management LLC — Troy, MI
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.
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.
Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Troy, MI 48083
M1 Capital Management LLC
Supported
Douglas Cook is a financial advisor with M1 Capital Management LLC in Troy, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Charles Schwab and Integrity Alliance, LLC. Outside of advisory work, he is a principal real estate investor with CGT Enterprises. M1 Capital Management provides discretionary portfolio management and financial planning mainly for high net worth individuals, as well as pension plans, charities, and businesses. The firm employs a tactical asset allocation strategy primarily using ETFs and incorporates fixed-income diversification, options strategies, and tax considerations into its tailored investment programs.
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.
Troy, MI
200 E Big Beaver Rd, Ste 132
Troy MI 48083
Advisors at this office
1
Michigan
14 years of industry experience
Integrity Alliance, LLC
2026 - Present • 1 year
Novi, MI
M1 Capital Management
2023 - 2026 • 3 years
Bloomfield Hills, MI
CGT Enterprises
2015 - Present • 11 years
Novi, MI
Charles Schwab bank
2015 - 2023 • 8 years
Novi, MI
Charles Schwab
2015 - 2023 • 8 years
Novi, MI
Fidelity
2012 - 2014 • 2 years
Novi, MI
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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