Review
M1 Finance
Customizable 'pie' portfolios with $0 management fee
M1 Finance blends robo-advisor automation with DIY control: build custom 'pies' of stocks and ETFs, set recurring deposits, and M1 keeps your allocations on target — with no management fee.
Annual fee
$0
Minimum
$100
Best for
DIY-minded investors who want automation
Sign up with M1 Financecoming soon
Fees
$0
$0 management fee on the basic plan. Optional Plus membership adds perks for a flat annual fee.
Returns report
We don't list return figures on this page. Enter a valid email and we'll send comparable estimates from published performance, net of advisory fees.
Pros
- $0 management fee
- Highly customizable pie-based portfolios
- Automatic rebalancing and recurring investments
Cons
- No real tax-loss harvesting
- Trading windows (not real-time trades) on the free plan
- Less hand-holding if you want a fully managed portfolio
M1 Finance FAQ
M1 Finance charges $0. Fund expense ratios on the underlying ETFs apply on top, typically 0.05–0.20%.
You can open an account with $100.
M1 Finance is a registered investment adviser. Assets are typically held at a custodian brokerage with SIPC protection up to $500,000 (including $250,000 for cash) if the brokerage fails — SIPC does not protect against market losses.
Sign up with M1 Financecoming soon
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