M1: AI Wealth Management

Advice that lives where your money does. When it comes to building wealth, you don’t have to go at it alone. Meet M1 Advisor, a registered fiduciary AI financial advisor built directly into the accounts it advises on. It sees your actual balances, remembers your goals, and tailors advice to you. A robo-advisor allocates a portfolio. A human advisor may give you a meeting once a year. M1 Advisor conducts portfolio reviews on-demand. Make investing decisions, research stocks, analyze performance, and plan for your future with a wealth-management partner that acts in your best interest by law. Fiduciary advice, automation, wealth management tools • As a registered fiduciary, M1 Advisor is legally required to act in your best interest • Advice is personalized to you: your portfolio, 401(k), mortgage, outside accounts • Get answers a robo-advisor can't give you: Pay down the mortgage or max the IRA • Invest, save, and borrow in one place • Build custom Pies of stocks and ETFs; automated investing keeps them on target • Retirement made simple: Traditional IRA, Roth IRA, SEP IRA, and rollovers • High-yield cash accounts to keep uninvested dollars earning • Borrow against your portfolio with built-in margin • Benchmark performance with interactive charting • Identify hidden concentration risks in your portfolio