Online investing with Guided Wealth Portfolios (GWP).Go to GWP
Invest for your future with Guided Wealth Portfolios (GWP), an automated, online investment platform with access to a financial consultant. GWP offers goal-based investing for retirement, major purchases and general investing.
About Investing with GWP
- Low starting minimum of $5,000
- 0.50% annual advisory fees (.pdf)
- Automated investing technology with 24/7 online access
- Daily monitoring and automatic rebalancing
- Consider your 401(k) options
- Easy online setup in about 15 minutes
- Access to personalized financial advice from a BECU Investment Services Consultant
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
Why Choose Guided Wealth Portfolios (GWP)?
Personalized Investment Plan Made Just For You
Fill out our brief online questionnaire to receive your personalized portfolio recommendation. The portfolio recommendation is free and available to you for 45 days. Should you choose to invest with GWP, your investment strategy will automatically adapt as your goals and needs change.
Our algorithm-enhanced program uses comprehensive investment techniques to generate dynamic advice based on your risk tolerance, time horizon, and goals. Manage investments anytime, anywhere with GWP's easy-to-use, online account portal or speak to a financial consultant with our team.
A minimum investment of $5,000 is all it takes to get you started.
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.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
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 may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.
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 not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
|Not NCUA/NCUSIF Insured||Not Credit Union Guaranteed||Not Obligations of BECU||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, ID, SC, AZ, and CA.