A personalized investment approach for clients with $25,000 or more, combining local advisor guidance with diversified, low-cost investment strategies.
$25k+ Guided Investment Account
Account Highlights
INVESTMENT OBJECTIVES
We’ll find out which of these is right for you, then craft a strategy around it:
Frequently Asked Questions
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A $25K+ Guided Investment Account is a professionally guided investment account that provides personalized portfolio management with support from a local advisor.
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Your account is managed using a structured investment approach, with guidance and oversight from your local advisor, who helps align the strategy with your goals.
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The minimum opening investment is $25,000.
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In a self-directed account, clients choose and manage investments on their own.
In a $25K+ Guided Investment Account, your advisor helps design and guide an investment plan tailored to you.
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The account typically uses diversified investment funds, such as exchange-traded funds, to provide broad market exposure and cost efficiency.
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Yes. The $25K+ Guided Investment Account can be used for retirement investing, including rollovers, as well as for non-retirement goals.
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Accounts are reviewed on a regular basis and whenever your goals, financial situation, or market conditions change.
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No. The account is not locked in, though investing is designed with a long-term perspective in mind.
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Yes. The account would utilize UGMA (Uniform Gifts to Minors Act) or UTMA (Uniform Transfers to Minors Act) standards to be in the benefit of a child or grandchild.
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Your advisor will:
- Learn about your goals and risk tolerance
- Recommend a personalized investment approach
- Open and fund your $25K+ Guided Investment Account
