I have an M1 finance account for my Roth IRA but interested in rolling over some old 401ks to an IRA. I'm interested in trying Charles Schwab, but curious if it's better than M1? I'm interested in more active managment and control, but like the simplicity of M1. Has anyone used both?
Not both, but I use M1. It's been great if you don't check your portfolio everyday. The pie system is really intuitive