Search found 3 matches

by KageC
Sun Jul 07, 2019 7:25 pm
Forum: Personal Investments
Topic: Investing with M1 Finance if not a US Citizen?
Replies: 5
Views: 3701

Re: Investing with M1 Finance if not a US Citizen?

Thanks for your reply! The info you found in their terms of use differs from the info in their FAQ: Qualifications: US Citizens and Permanent US Residents (Green Card Holders) over the age of 18 with a current US mailing address can apply to open an M1 Account. Here is what I found in their M1 accou...
by KageC
Sun Jul 07, 2019 6:35 pm
Forum: Personal Investments
Topic: My asset allocation for an agressive 29 yo - any thoughts?
Replies: 19
Views: 2056

My asset allocation for an agressive 29 yo - any thoughts?

Hi all, I'm in my late-20s with no debt, filling taxes single and about $120k in annual income. I've got a 6-month emergency fund set up, as well as about 30% of my net worth in cash or cash equivalent for potential future opportunities (down payment, ...) - working on a "safe" investment ...
by KageC
Sun Jul 07, 2019 6:11 pm
Forum: Personal Investments
Topic: Investing with M1 Finance if not a US Citizen?
Replies: 5
Views: 3701

Investing with M1 Finance if not a US Citizen?

Hi everyone, I am a US resident on a working visa, living and paying my taxes in the US. I manage my own portfolio of Vanguard ETFs on a modified Swensen model. I opened a M1 Finance account and find the platform to be super convenient. However, I just read online that the platform is in theory only...