Investment advisory program with the advanced features expected from online investing with a professionally managed portfolio- at a low cost.
- Minimum Investment: $5,000
- Annual Account Fee: $20 per year (assessed by LPL for accounts below $10,000)
- Annual Platform Fee: .35%
- Exchange-Traded Fund (ETF) Weighted Average Expense Ratio: .15%
- Management Fee: .50%
- Dedicated onboarding specialist via Frontwave Investment Services
- Investment strategies aligned to your goals
- Professional portfolio management
- Guidance through the goal setting process
- Personalized service available at Frontwave Investment Services
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.