Professional
Investment Advice.
Conveniently Online.
Guided Elements delivers professional investment management through a convenient online relationship. Work directly with an experienced advisor who provides personalized investment guidance, ongoing portfolio monitoring and recommendations tailored to your goals.
Financial planning is available as an optional service for clients who want a deeper planning relationship.
Designed for accounts with $200,000+ of invested assets.
Professional Investment Guidance. Delivered Online.
Guided Elements combines professional investment management, personalized investment guidance and convenient online access to your financial professional.
Personalized Guidance
Your investment strategy begins with your goals, circumstances and priorities—not a generic questionnaire.
Disciplined Portfolio Management
Your portfolio is monitored and managed using a disciplined investment process designed around your long-term objectives.
Dedicated Online Advisor
Meet virtually, review information online and communicate with your advisor without the need for regular office visits.
Professional Investment
Management
Your portfolio is professionally managed using investment strategies from the Park Lake Advisors Elements Portfolio Series. The appropriate strategy is selected based on your objectives, risk tolerance, time horizon and financial circumstances.
- Personalized investment allocation
- Diversified mutual fund, index fund and ETF strategies
- Ongoing portfolio monitoring and rebalancing
- Investment selection and review
- Risk-focused portfolio construction
- Adjustments as your circumstances change
Professional Financial
Planning
Professional financial planning is available for clients who want guidance beyond investment management. Whether you’re preparing for retirement, organizing your finances or navigating a major life transition, planning can help connect your financial decisions with your long-term goals.
- Retirement income and distribution planning
- Investment account organization
- Tax-aware planning strategies
- Education and legacy planning
- Cash flow and major life transitions
- Ongoing planning as life changes
Powered by the Elements Portfolio Series
Guided Elements portfolios are constructed using strategies from the Elements Portfolio Series—a range of research-driven investment solutions designed to address different objectives, risk tolerances and portfolio preferences.
Terra
Thoughtfully selected mutual fund portfolios focused on diversification, professional management and risk awareness.
Aqua
Index fund portfolios designed around cost efficiency, broad diversification and a disciplined allocation process.
Aether
Index fund and ETF strategies offering efficient market exposure with additional risk management options where appropriate.
Nova
Advanced strategies involving established third-party asset managers for larger or more complex portfolios.
Straightforward, Transparent Pricing
The Guided Elements advisory fee is based on the total value of assets managed through the program.
$200,000 – $2 Million
0.50%
Annual advisory fee
$2 Million – $5 Million
0.35%
Annual advisory fee
$5 Million+
0.25%
Annual advisory fee
Advisory fees are generally deducted directly from your managed account. Investment products and custodial services may have separate expenses that are not included in the Guided Elements advisory fee. Complete information regarding fees, expenses and potential conflicts of interest is provided in your advisory agreement and disclosure documents.
How Guided Elements Works
Schedule a Conversation
Choose a convenient time for a virtual meeting.
Share Your Goals
We’ll learn about your financial situation, goals and priorities.
Review Our Recommendation
We’ll explain the recommended strategy and next steps.
Open & Fund Your Accounts
We’ll help coordinate the account-opening and transfer process.
Stay Connected
We monitor your strategy and remain available for ongoing guidance.
Frequently Asked Questions
Is Guided Elements a robo-advisor?
No. Guided Elements combines professional investment management with access to an advisor through a convenient online relationship. Your investment strategy is based on your goals, risk tolerance, time horizon and financial circumstances with ongoing professional oversight.
How are fees paid?
Advisory fees are generally deducted directly from your managed account. Investment products and custodial services may have separate expenses that are not included in the Guided Elements advisory fee.
What is the minimum investment?
Guided Elements is designed for clients with at least $200,000 in professionally managed assets.
What types of accounts are eligible?
Guided Elements can accommodate the same types of investment accounts available through Park Lake Advisors, including individual, joint, retirement and other eligible account types based on your circumstances.
Do I need to live near a Park Lake Advisors office?
No. Guided Elements is designed for a convenient online relationship. Meetings can be held virtually and account information can be reviewed and managed online, subject to applicable registration and regulatory requirements.
Will I meet with an advisor?
Yes. Guided Elements includes access to an advisor who can discuss your goals, explain your investment strategy, answer questions and provide ongoing guidance.
Are financial planning services included?
Financial planning is not automatically included with Guided Elements. Professional financial planning is available as an optional additional service for clients who want a broader planning relationship.
How do I get started?
Start by scheduling a conversation with us. We’ll learn about your goals, financial situation and investment needs, answer your questions and help determine whether Guided Elements is an appropriate fit before moving forward.