LPL Guided Wealth Portfolio (GWP) by InVestra

What's a Guided Wealth Portfolio?

Invest for your future with our Guided Wealth Portfolio investment platform, where you get our experience and expertise with the added convenience and transparency of a 24/7 digital investing solution. Guided Wealth Portfolio (GWP) is our digital investing solution that allows you to invest for your future by combining the personal experience and guidance of a Wealth Management Professional and the added convenience and transparency of a 24/7 online portfolio manager. Now you have the freedom to invest your way — anytime, anywhere.

A Digital Investing Solution With a Personal Touch

Our Guided Wealth Portfolio system is an investment solution for both those who are new to the investing game and who have been saving for a while. It works because we use proprietary technology to design your personalized plan to help you pursue your goals — whether you want to invest for retirement, purchase that dream car, or simply want to get some lazy cash into the market so it's not just sitting around. You'll enjoy the simplicity of online account management with one-on-one support from a Wealth Management Professional who is dedicated to you and your goals, no matter what stage of the journey to financial freedom you're in.

Professional Guidance — Without the High Minimums

While other digital investing solutions, or "robo advisors," offer online investment management, many don't include a direct personal relationship with an advisor — unless you're willing to invest substantial amounts. Here at InVestra, you don't have to be wealthy to get started. If you're 62 or younger, you can open your Guided Wealth Portfolio with as little as $5,000. Plus, enjoy low management costs, tax-efficient investing, and tax-loss harvesting.

How It Works

Get Your Personalized Proposal

1. Step 1: Visit our enrollment page. It only takes an email address to begin.
2. Step 2: Answer a few simple questions about yourself and your risk tolerance so we can build the right plan.
3. Step 3: Receive a personalized portfolio that outlines our recommended investment strategies and how much you could potentially earn.

Open Your Account

4. Step 4: Link a current investment account or fund it with cash.
5. Step 5: Sign your digital enrollment documents via DocuSign, and let GWP do the rest!

Why Choose a Guided Wealth Portfolio?

• Lower fees than traditional advising services
• Low account minimums — just $5,000 to start
• Automatic account diversification and rebalancing
• Tailored to your age, risk tolerance, and portfolio size
• Focused on growth investing
• 24/7 online access to your account
• Ideal for self-starters who want professional support
• The perks of professional wealth management without the cost

Verify InVestra's regulatory standing — check the background of this firm on FINRA's BrokerCheck.