Guided Wealth Portfolios
Smarter Investing. Pro Management. No Guesswork.
Why choose between tech and expertise when you can have both? Guided Wealth Portfolios put cutting-edge online investing and professional portfolio management in your hands—at a fraction of the cost. It’s smart, strategic investing designed to help you build wealth without the guesswork.
Powerful Investing. Low Cost. No Hassle.
- Minimum Investment: $5,000
- Annual Account Fee: $20 (for accounts under $10,000, assessed by LPL)
- Annual Platform Fee: 0.35%
- ETF Weighted Average Expense Ratio: 0.15%
- Management Fee: 0.50%
What You Get
- Dedicated Onboarding Specialist – Get set up with a real human, not just an algorithm
- Goal-Based Strategies – Invest in a way that actually fits your life
- Pro-Level Portfolio Management – Experts optimize your investments so you don’t have to
- Personalized Support – Real help when you need it, from people who have your back
Invest with Confidence
You work hard for your money. Let’s make it work hard for you. Get started with Guided Wealth Portfolios and take the guesswork out of investing.
Broker Check
Check the background of these investment professionals associated with this site on FINRA's Broker Check.
The financial professionals at Frontwave Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frontwave Credit Union and Frontwave Investment Services are not registered as a broker- dealer or investment advisor. Registered representatives of LPL offer products and services using Frontwave Investment Services, and may also be employees of Frontwave Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Frontwave Credit Union or Frontwave Investment Services. Securities and insurance offered through LPL or its affiliates are:
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.
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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.