Digital Investing, with advice when you need it
Guided Wealth Portfolios (GWP) with BOS Investment Services allow you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor. While other, similar solutions, called “robo advisors,” often require a large investment before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
LPL Financial Advisor
What are Guided Wealth Portfolios?Guided Wealth Portfolios (GWP) are a digital investing solution that allows you to invest online with a low starting minimum and low-cost ETFs and benefit from the support of a personal financial advisor.
What is the minimum investment?Your initial investment must be $5,000 or more.*
Can I get a personalized proposal?Absolutely! Simply select the Investor you'd start a proposal with above.
How soon can I open a GWP?After receiving your personalized proposal, you’re able to open the account immediately.
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 nonaffiliated 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.
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.
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 annual small account fee is applied to accounts with less than $10,000 invested.