Guided Wealth Portfolio

Online investing personalized for you.

Guided Wealth Portfolio empowers you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs). Unlike other online investment tools that typically require a large investment before granting access to a real-live Financial Advisor, Guided Wealth Portfolio gives you access for just a $5,000 initial investment.*

Start investing today

Features:

  • Hands-on, personalized investing
  • Access to an experienced LPL Financial Advisor to assist along the way
  • Online dashboard for quickly and easily tracking your investments
  • Easily invest monthly or make a one-time contribution

How to enroll

All you need to get started is an email address. Watch this video to learn how.


*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.

An annual small account fee is applied to accounts with less than $10,000 invested.


Broker Check - LMIS

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. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by the NCUA or Any Other Government Agency. Not Lake Michigan Credit Union Guaranteed. Not Lake Michigan Credit Union Deposits or Obligations. May Lose Value.

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.