M1 Finance

What is M1 Finance?

M1 Finance is a comprehensive financial platform that empowers individuals to build long-term wealth through intuitive and automated investment management. Unlike traditional brokerage services, M1 Finance offers a unique approach that seamlessly integrates investing, borrowing, and spending into a single, user-friendly interface

Highlights

• Custom Portfolios: M1 Finance allows users to create personalized investment portfolios, with the ability to allocate funds across a diverse range of stocks, ETFs, and even other pies (portfolio slices). The intuitive graphical interface makes it easy to customize and manage these portfolios
• Automatic Rebalancing: The platform dynamically rebalances the user's portfolio as funds move in and out, ensuring that the desired asset allocation is maintained. Users can also manually rebalance their portfolios with a simple click
• Fully Invested: M1 Finance enables clients to have their entire portfolio invested in their pre-defined allocation at all times. This includes the ability to purchase fractional shares, ensuring that every penny is put to work
• Commission-free Investing: As an investment platform, M1 Finance does not charge commissions for buying and selling individual securities. Instead, the company levies a minimal annual platform usage fee of 0.35, regardless of the number of transactions.