Guided Wealth Portfolio
Online investing personalized for you.
Guided Wealth Portfolio empowers you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs). Unlike other online investment tools that typically require a large investment before granting access to a real-live Financial Advisor, Guided Wealth Portfolio gives you access for just a $5,000 initial investment.*
Features:
- Hands-on, personalized investing
- Access to an experienced LPL Financial Advisor to assist along the way
- Online dashboard for quickly and easily tracking your investments
- Easily invest monthly or make a one-time contribution
How to enroll
All you need to get started is an email address. Watch this video to learn how.
Questions? We're here to help
If you have any questions along the way our team is here for you.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal.
No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
An annual small account fee is applied to accounts with less than $10,000 invested.