PlannerFees

M1 Capital Management LLC fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, M1 Capital Management LLC charges a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500
“Our most common one-time fee for a financial plan is $1500, however in certain circumstances for a very limited plan we may charge as little as $150.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How M1 Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Ste 132 Troy, MI 48083 7 Fees are charged quarterly in advance based on the value of the account on the last day of the previous quarter.”
  • “When charging a one-time flat fee, we require that a deposit be paid in advance and the remainder of the fee is due upon completion of the service.”
  • “Clients who want continuous financial planning services but do not require investment management will generally be charged a yearly flat fee that will be billed quarterly in advance.”

How M1 Capital Management LLC’s fees compare

  • Its flat or project fee of $1,500 is below the Michigan median of $3,250. 21% of the 137 other Michigan planners that publish a flat or project fee charge less.
  • 2 of the 9 other planners in Troy that publish a flat or project fee charge less.

About M1 Capital Management LLC

“We also provide financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 12 employees.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
383
Employees
12
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$450,372,440
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
158269
Website
m1capitalmanagement.com (opens in new tab)
Phone
(248) 556-4600

Can advise clients in 9 states: Arizona, California, Florida, Illinois, Louisiana, Michigan, Missouri, North Carolina, Texas

Other planners in Troy that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.