your Guided Wealth portfolios await.

your Guided Wealth portfolios await.

your Guided Wealth portfolios await.your Guided Wealth portfolios await.

  • Access professionally managed ETF portfolios with as little as $5,000*
  • View a free proposal recommendation*  
  • Annual account fee 0.75%, if you choose to invest*
  • Add or withdraw money electronically whenever needed 
  • Ability to setup non-retirement or retirement accounts (i.e. IRAs)
  • Choose between broad-based goals such as investing for retirement or specific goals like buying a home
  • Automatic portfolio re-balancing and tax-loss harvesting occurs*
  • Access to Capstone EDGE Events and Education
  • Access to annual check-in call with a Capstone EDGE Advisor
  • Easily view and track your accounts online


This robust digital platform is sponsored by LPL Financial Services, a Boston Based company.  LPL Financial is one of the nation's leading financial services companies and publicly traded under ticker symbol (LPLA).  Because they do not offer proprietary investment products or engage in investment banking activities; Advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of Advisors nationwide rely on the firm's tools & resources.

 Check the background of your financial professionals on FINRA's BrokerCheck.