Emerging Investors
Financial Goal Planning
Our Emerging Investor (EI) package is designed to jump-start your financial goal plan and establish a foundation for seeking to build and protect your money. The initial one-year EI subscription includes:
- Goal-based plan development (emergency savings, retirement)
- Cashflow analysis and budgeting tools
- Debt reduction strategies (student loans, credit cards)
- Goal monitoring
- Investment options and education (mutual funds, stocks, bonds, retirement plans, IRA)
- Monthly e-newsletter
- Quarterly coaching call
Initial Set-up Fee $300
Monthly Subscription $100
Digital Investing: Guided Wealth Portfolio
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.* Learn more.
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 annual small account fee is applied to accounts with less than $10,000 invested.
