Start Building Wealth Today
Investing is one of the best ways to help grow your money over the long term. The earlier you start investing, even with just a small amount, the more opportunity your money has to grow. Our Guided Wealth Portfolios digital investing service is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home – or simply want to get your money in the markets so it’s not sitting idle.
Digital Investing At a Glance
- Start investing with as little as $5,000
- See your customized investment proposal in minutes
- Open your digital investing account conveniently online
- Access your account 24/7 via your own online dashboard
- Stay informed with regular email updates
- Gain access to an advisor if you have questions or need guidance
Get Started with Digital Investing
Our Guided Wealth Portfolios digital investing program is designed specifically to make it easy to start investing. It allows you to invest online with a low starting minimum of just $5,000 in low-cost, exchange-traded funds (ETFs), in a portfolio that’s personalized for you and your goals.
- Your portfolio may contain up to ten ETFs — six equity and four fixed income — each in line with a different
index target and invested in U.S. or foreign stocks and bonds. - Through automated daily monitoring and programmed rebalancing, your investments remain diversified and your portfolio remains aligned with your objectives and risk tolerance.
- A personalized online dashboard gives you 24/7 access to your account, so you can check on how your portfolio is doing anytime, anywhere.
- Annual cost is 0.75% of total assets under management (AUM), assessed to your account quarterly.
Best of all, the Guided Wealth Portfolio digital investing program provides truly independent, fiduciary advice, with all activity focused on doing what’s best for your objectives. And if you ever have questions or want additional guidance, our experts are just a phone call away.
Learn if Guided Wealth Portfolios May Be Right for You
Follow these easy steps to see if Guided Wealth Portfolios could be the right investing solution for you:
You’ll be asked to provide an email address, choose a password to keep your information protected, and read and agree to the terms and conditions.
Get StartedYou’ll be asked to provide an email address, choose a password to keep your information protected, and read and agree to the terms and conditions.
Get StartedProvide your age, income, and goal(s) for your investments. This helps us determine what your portfolio should be.
Provide your age, income, and goal(s) for your investments. This helps us determine what your portfolio should be.
This helps us determine your investment preferences and build an appropriate investment strategy for you.
This helps us determine your investment preferences and build an appropriate investment strategy for you.
You’ll get a personalized recommended investment strategy, including an estimate of how much you could potentially earn through Guided Wealth Portfolios. You will be able to view this custom proposal immediately online.
If you’d like, you can go deeper into your suggested GWP portfolio to get more detail on each of the recommendations given. You can also get a free analysis of existing investments that you have elsewhere, and how they measure up to the suggested GWP portfolio.
You’ll get a personalized recommended investment strategy, including an estimate of how much you could potentially earn through Guided Wealth Portfolios. You will be able to view this custom proposal immediately online.
If you’d like, you can go deeper into your suggested GWP portfolio to get more detail on each of the recommendations given. You can also get a free analysis of existing investments that you have elsewhere, and how they measure up to the suggested GWP portfolio.
If you like your Guided Wealth Portfolios proposal, you can open your digital investing account conveniently online. You’ll have the option to transfer an existing investment account, or fund your account with cash – it’s just that easy.
If you like your Guided Wealth Portfolios proposal, you can open your digital investing account conveniently online. You’ll have the option to transfer an existing investment account, or fund your account with cash – it’s just that easy.
Pre-Enrollment Checklist
To get started with Guided Wealth Portfolios, please have the following materials ready:
If you’ve already created a GWP account, have your login information available (email address and password).
If you’ve already created a GWP account, have your login information available (email address and password).
If you’d like to compare an existing investment account with the GWP portfolio that’s been recommended for you, or if you want to fund your new GWP account with an existing investment account, have your online account login information ready (username and password).
If you’d like to compare an existing investment account with the GWP portfolio that’s been recommended for you, or if you want to fund your new GWP account with an existing investment account, have your online account login information ready (username and password).
If you’re funding your new GWP account from a bank account, you’ll need to have your account number and your institution’s routing number available.
If you’re funding your new GWP account from a bank account, you’ll need to have your account number and your institution’s routing number available.
If you’re funding your new GWP account with an existing brokerage account, and are unable to securely link the account during signup, OR are using only part of an existing account to fund your new GWP account, you will be asked to upload this statement.
If you’re funding your new GWP account with an existing brokerage account, and are unable to securely link the account during signup, OR are using only part of an existing account to fund your new GWP account, you will be asked to upload this statement.
Burke & Herbert Bank (“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 conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit opens in a new windowLPL Relationship Disclosure for more detailed information. For a summary of the client relationship opens in a new windowclick here.opens PDF file
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