Broker Check

Service Options

  • Digital Advisory (GWP)
  • Advisory Fee of 1.00%
  • Annual Meetings in-person, online, or over phone
  • Custom Tailored Portfolio
  • Low-Cost Exchange Traded Fund (ETF) Investments
  • Investing for Retirement Included.
  • Electronic Statements
  • Best Practice Resources
  • $5,000 minimum balance
  • Learn More
  • Additional Services Offered at No Additional Charge To GWP Clients by Thoughtful Plan Include Budgeting Assistance, College, Retirement, and Estate Planning
  • Classic Advisory
  • Advisory Fee of 1.25% with a sliding scale over $1,000,000
  • Annual Meetings in-person, in-home, online, or over phone
  • Completely Customized Portfolio
  • Mutual Funds, Stocks, Bonds & (ETF) Investments
  • Budgeting Assistance, Retirement Planning, College Savings Strategies, Trust Management & Estate Planning Design
  • Electronic or Paper Statements
  • Advanced Planning Through WealthVision
  • Learn More

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 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.

Additional fees may apply for both services. GWP accounts below $10,000 have a $20 annual fee assessed.