Guided Wealth Portfolios is a digital investment platform combining technology with our professional advice. GWP provides the opportunity for you to access our services and advice at a potentially lower cost and lower initial minimum investment than some of our other investment programs.
Our unique online platform, Guided Wealth Portfolios, combines the benefits of a personal financial advisor with sophisticated technology. Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. By investing with us, you receive a diversified portfolio of low-cost ETFs.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC
LPL investment advisors are registered with the U.S. Securities and Exchang 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 (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. 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.