M1 Advisory Services provides personalized portfolio solutions based on your investment goals and risk tolerance. M1 uses passive strategies and modern portfolio theory to determine your asset allocation, recommending a total portfolio solution. You have complete control and can accept the recommendation, adjust it, choose a different portfolio, or create your own portfolio with exchange traded securities.
Assets Under ManagementN/A
ClientsN/A
Advisors13
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
M1 reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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