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Rating
8.67
Commission & Fees
10
Customer Service
7
Ease of Use
9
Tools & Resources
7.5
Investment Options
9.5
Asset Allocation
9
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Professional investor
  • Do It Yourself (DIY)
Short description:

M1 Finance is a hybrid service that offers a set of popular brokerage investment accounts and the possibility of using robo consultants. The system offers universal investment tools for generating profit and economic strategy. Users should take into account the absence of tax-loss harvesting and mutual funds investment. Also, M1 Finance has a wide range of settings for the formation of investment portfolios.

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All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $0
Management fee 0%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE
ASSETS UNDER MANAGEMENT > $100 Mln
NUMBER OF USERS > 25000
AVERAGE ACCOUNT SIZE $4000
YEAR FOUNDED 2015
PROMOTIONS Invest for FREE
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 9A-5P CT; Email
CLEARING AGENCY Apex Clearing
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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