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Brokerage

M1 Finance Review

4.1/5Editorial rating

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Overview

M1 Finance blends brokerage and automation: you set a 'Pie' of target weights and deposits are allocated to underweight slices automatically.

Who it's best for

Investors who want automated rebalancing around a custom target portfolio.

Pros

  • Automatic rebalancing
  • Fractional shares
  • Custom portfolio structure

Cons

  • Trading windows, not live orders
  • No options
  • Limited research

Fees, minimums and key facts

Minimum investment$100
Fees$0 trading; optional platform fee
Asset typeStocks, ETFs
Accredited investors onlyNo
LiquidityHigh
Expected hold time
Account typesTaxable, IRA, Roth, Trust

Ready to look at M1 Finance yourself?

Review the current fee schedule and offering documents directly before committing capital.

Build a portfolio on M1

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