Guided Wealth Portfolios (GWP) is a tool offered by LPL Financial that helps you plan for your retirement. With our unique online platform, Guided Wealth Portfolios (GWP), you can combine the benefits of a personal financial advisor with sophisticated technology. This allows you to still work with Ken Boldt Financial as your financial advisor, but also allows you the convenience and transparency of an automated investing platform.
GWP offers investment management designed to help you pursue your financial objectives. By investing with us, you receive a diversified portfolio of low-cost EFT's. GWP provides the opportunity for you to access our services and advice at lower cost.
Visit http://www.lplguidedwealth.com/advisor/kenboldt and answer a few questions to receive a free proposal, customized for you. We’ll give you recommendations for your account and a calculation of your potential dollars at retirement.
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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.
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 the 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.
