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Digital Investing Platform
Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts. The following fee schedule applies for investments managed using this platform.
Digital investing fees include the following services:
- Comprehensive Financial Planning (1 scheduled meeting or conference call per year for Retirement Planning, Education Planning, and Tax Planning Strategies)
- Asset Allocation
- Daily Portfolio Monitoring
- All trading fees
- Monthly Statements
- Online access to investment accounts
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 non-affiliated 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.
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
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