Investing, Guided by a Real Advisor
Guided Wealth Portfolios pairs an online investment platform with a real advisor, so your portfolio isn’t just an algorithm’s best guess.
A Managed Portfolio, Built Around You
Guided Wealth Portfolios combines an online portfolio manager with personal support from a Waypoint Advisory Group advisor. You start with a short questionnaire about your goals, timeline, and comfort with risk, and get a proposed portfolio built from low-cost exchange-traded funds before you commit any money.
$5,000 Minimum to Open
A lower starting point than many managed accounts, with the same professional oversight.
Daily Monitoring and Rebalancing
Your portfolio is watched and adjusted automatically, not just once a year.
Tax-Loss Harvesting Available
Trading techniques built to help improve after-tax returns where applicable, without requiring you to manage it yourself.
Fees Apply and Value Can Fall
Like any investment account, Guided Wealth Portfolios carries fees and can lose value. Fees are disclosed by Waypoint Advisory Group.
Opening an Account
Getting started takes a short questionnaire and a review with an advisor before any money moves.
- At least $5,000 to open an account
- A completed questionnaire on goals, timeline, and risk tolerance
- A reviewed and approved portfolio proposal before funding
Frequently Asked Questions
No. Guided Wealth Portfolios is offered through LPL Financial, not Waypoint. It isn’t NCUA insured, isn’t a deposit, and can lose value.
Yes. Like any investment account, the value can go up or down, and you could lose money, including some or all of your original investment.
Advisory fees are disclosed by Waypoint Advisory Group. Ask for the current fee schedule before you open an account.
See a Sample Portfolio
$5,000 gets you started.
Talk to a Waypoint Advisory Group advisor about whether a guided portfolio fits your goals.
Important Disclosures
Not Insured by FDIC or Any Other Government Agency. Not Bank Guaranteed. No Bank Deposits or Obligations. May Lose Value.
See full disclosures on the Waypoint Advisory Group page.