The New Managed Platform
With access to cutting-edge technology combined with convenience and transparency of a 24/7 solutions, the Guided Wealth Portfolios model is now available through LPL Financial.
Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives with access to a dynamic dashboard that can help you monitor your own progress towards financial goals.
Guided Wealth Portfolios are available to investors age 62 and younger with at least $5,000* to invest.
- Open an account with a lower account minimum than traditionally available.
- Ability to make easy one-time and monthly contributions without having to walk into a branch or talk to an Advisor.
- A portfolio that is monitored daily as markets move and rebalanced as needed.
- The convenience of an online tool.
- When you need an Advisor, one is available.
Open an account with as little as $5,000 and add as much, or as little, as you want over time.
Get Started Today!
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.