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WellPlan Portfolios

Build your wealth.  Start your journey.  Completely Automated.

Hey, we get it....you have goals to achieve, but don't have a lot to invest.  Traditional advisors won't work with you, but you know you deserve better.  We can offer you a better solution!  For those seeking to start their investment journey, invest extra money, or simply want a low cost investment solution, read on...

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Technology with a Human Touch from ACG

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Ready to get started?

  • Low $5k minimum investment.

  • Tailored to your personal risk profile.

  • Completely automated rebalancing.

  • Desktop & mobile ready

  • Low 0.65% annual cost.

  • No custody or trading fees.

  • No inactivity fees or commissions.

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  1.  Complete a short questionaire.

  2.  Get a diversified ETF portfolio built by ACG.

  3.  Your portfolio will be monitored daily and automatically rebalanced as needed.

  4. No hidden costs.

How WellPlan Portfolios Work:

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Investing Simplified

We start by asking you some simple questions about your life and goals.  Whether your goal is retirement, college savings, growing long-term wealth, or building a cash reserve we can help.

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One funded, our preferred provider Charles Schwab will keep your investments automatically rebalanced for no extra cost inside of portfolios designed and constructed by ACG.

Ready to get started?

Investment advisory services are offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be informative in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG. Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. 

 

Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  

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