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About Investing With GWP
Invest in your future with Guided Wealth Portfolios (GWP), a digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
- Low starting minimum of $5,000.
- 0.50% annual advisory fees (PDF).
- Digital investing technology with 24/7 online access.
- Consider your 401(k) options.
- Easy online setup in about 15 minutes.
- Access to personalized guidance from a financial advisor at BECU Investment Services.
Stay on Track With Your Goals
GWP offers goal-based investing options for retirement, major purchases and pursuing your financial goals. Your personalized dashboard allows you to monitor your portfolio's performance, make updates and add new goals.
Invest in your future with a portfolio that evolves with you.
For that dream house, car, boat, or other big-ticket item.
Use a portfolio to pursue your financial goals.
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
Intelligent Technology
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.
Affordable Investing
A minimum investment of $5,000 is all it takes to get you started.
401(k)
An employer-sponsored retirement investment plan, which offers potential tax advantages to the investor.
ETF
An Exchange-Traded Fund is an investment product that combines funds from multiple investors to trade as a centrally-managed entity on the stock market.
IRA
An Individual Retirement Account is a privately funded retirement savings plan, which offers potential tax advantages to the investor.
Mutual Fund
A professionally-managed investment account, which combines money from multiple investors, typically to invest in the stock and/or bond markets.
Risk Diversification
The practice of spreading funds across multiple types of investments with the goal of managing the risk of financial loss from any one investment.
Talk to a Financial Advisor
Financial advisors at BECU Investment Services are here to help. Our team can walk you through Guided Wealth Portfolios and are here to answer any questions that you might have about this platform, your financial goals or retirement. Set up a complimentary consultation or call 206-439-5720.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are 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.
An annual small account fee is applied to accounts with less than $10,000 invested.
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. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
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 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 (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. 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 FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please read the LPL Financial Relationship Disclosure more detailed information.
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.
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