Santa Fe Office

613 Old Santa Fe Trail

Santa Fe, NM 87505

Guided Wealth Portfolio

What is a Guided Wealth Portfolio?

A Guided Wealth Portfolio (GWP) uses an online portfolio manager combined with the assistance and support of a professional wealth advisor. The GWP uses proprietary software to develop a personalized investing plan with the ease of online account opening and account management.

Why choose Guided Wealth Portfolios?

Lower fees than traditional advising services

Automatic account diversification and rebalancing (Robo Investing)

Tailored to your age, risk tolerance and portfolio size

Looks for ways to reduce taxes

Low minimums ($5,000)

Appropriate for investors age 60 or younger

24/7 online access to your account

To get started click the link below:

www.lplguidedwealth.com/advisor/kerrydlee


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 contructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered 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 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.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice.

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.