Start Investing for Your Future Today
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the same wealth management and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor team, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:
- Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
- Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
- Advanced wealth management at low account minimums: We can implement your personal roadmap using comprehensive investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.
Get your dynamic proposal and start investing for your future today:
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.
1 Accounts under $10,000 will incur a $20/year small account fee.
2 GWP offers lower costs in relation to your fees for other services Marshall Wealth Management offers, not in relation to other advisors or platforms available in the industry.
3 With your free, dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you will be charged fees, commissions or expenses by that firm, as well as underlying investment fees and expenses.
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.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients are advised to consult with their personal tax advisors regarding the tax consequences of investing.
An investment in Exchange Traded Funds (ETFs), 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 nondiversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts and index tracking errors.