Guided Wealth Portfolios is a digital investing solution that allows you to invest online with a low starting minimum* and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor who offers concierge service when you need guidance. GWP is a convenient way to set aside money for special members of your family or for important life-events in the future.**
How It Works
- Invest Easily – Decide what your financial goal is along with the risk level and timing that works for you. Then GWP invests and manages your money for you.
- Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.
- Need guidance along the way? – Your Financial Advisor, Nora Yeh, can help:
EMAIL: [email protected] or CALL: (408) 487-7502
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More About GWP
Low-cost automated digital investing solution with coaching means you have the freedom to make your own decisions backed by professional advice when you need it.
- Low starting minimum of $5,000*
- 0.50% annual maintenance fee
- Automated investing technology with 24/7 online access
- Daily monitoring and automatic rebalancing and potential tax savings
- Easy online setup in about 15 minutes
Answer a few questions about your goals and receive a personalized proposal. Then, make your appointment with Nora Yeh.
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Check the background of our Financial Advisor on FINRA's BrokerCheck site.
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* $5,000 total minimum investment across all accounts enrolled in the service with a low quarterly fee for balances below $10,000. Additional fees will apply.
**Must be 18 years or older to open a GWP account.
^While supplies last. Members who participated in previous GWP promotions in 2021 are not eligible for this offer.
Maximum of $100 per person.
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.
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 should consult with their personal tax advisors regarding the tax consequences of investing.
An investment in Exchange Traded Funds (ETF), 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 non- diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAOpens a new window/SIPCOpens a new window). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.