Our San Francisco branch is temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational.
Click here for branch locations and hours.
Don’t delay – for a limited time Tech Financial Management will provide a credit to reduce your quarterly account maintenance fees if you open and fund a Guided Wealth Portfolio account by December 31, 2020. Your fees will be reduced from .50% to .35% through 6/30/2021. So, enroll today and maximize your savings on quarterly account maintenance fees.
PLEASE NOTE: The full .50% fee is charged when the account is open and funded, then a credit of .15% will be added back into the account for the first two quarters.
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Answer a few questions online, and GWP’s sophisticated technology will:
Affordable, automated digital investing solution with coaching means you have the freedom to make your own decisions backed by professional advice when you need it.
Check the background of our Financial Advisor on FINRA's BrokerCheck site.
*The full .50% fee is charged when the account is open and funded but a credit of .15% will be added back into the account at the end of each quarter through 6/30/2021.
** $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.
Guided Digital Investments (GDI) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GDI 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 GDI 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 GDI 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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). 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: