Automated Advising

/Automated Advising
Automated Advising2018-02-07T11:35:30+00:00

What is Automated Advising?

Automated Advising is like a robo-advisor, but more personalized! A traditional online advisor provides portfolio management advice without involving human financial planners.

With our Automated Advising service, you get the intelligence of our Guided Wealth Portfolio combined with personal assistance and support from a professional wealth advisor.

A Smart Investment Option

Automated Advising is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our Guided Wealth Portfolio (GWP) uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with phone support from our wealth advisors who are available to answer your investment questions.

Personalized Recommendations

You don’t have to be wealthy to get started! Your personal investing plan is easy to access—just provide some information about yourself (age, risk tolerance, etc.) to see what Automated Advising recommends. If you are 68 or younger and have at least $5,000 ready to invest, you can choose to enroll in our Guided Wealth Portfolio. We’ll implement your personal investment plan for less than you’d pay for traditional advisory services.

And if you ever have any questions, we’re only a phone call away!

Get Your Free Personal Investing Plan

Curious about other options? Schedule a free, no-obligation consultation with one of our wealth advisors. We’ll help you determine an appropriate investing approach for your situation. 

Schedule an appointment here:

How Automated Advising Works

1. Enter Your Information

To get started, we’ll need some information about you: your age, risk tolerance, current investments and savings.

2. Review Your Personalized Investing Plan

After you enter your information and connect your existing investment accounts, we’ll provide you with a financial road map tailored for your specific situation.

You’ll see recommendations demonstrating how your portfolio can potentially be improved by using the Guided Wealth Portfolio. This road map is free and remains available to you for 45 days.

3. Implement Your Plan

If you decide to enroll in the managed service and let us implement your road map, the Guided Wealth Portfolio will administer your account using our sophisticated investing process. It is an affordable way to minimize fees, reduce taxes and help you pursue your financial goals.


Want to see what we recommend for your situation? Our advice is included in the fee and getting started is simple.

Start Now for Free

Why Choose Automated Advising?

  • Lower fees than traditional advising services
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for ways to reduce taxes
  • Low minimums (just $5,000 to start)
  • Appropriate for investors age 68 or younger
  • 24/7 online access with advisor support anytime you need it

Get your proposal now! Or schedule a complimentary consultation with one of our wealth advisors to determine which investment strategy is appropriate for your current situation.


Guided Wealth Portfolios (GWP) combines the convenience of technology with access to a personal financial advisor. GWP has a unique account-opening process that allows you to connect any existing accounts, so you can view a customized proposal before deciding to move forward with enrollment. This video will take you through the steps from the GWP login page through to enrollment.

Automated Advising refers to Guided Wealth Portfolios (GWP), 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 constructed by LPL.

FutureAdvisor and LPL are non-affiliated entities.

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.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.