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Personalized Wealth Accounts

 

1. Your Personalized Wealth Account is opened in your own name (or names) with a discount broker such as Ameritrade. Accounts may be opened with a check, securities, or both. (All checks should be made out to the broker, not Value View).

2. We discuss your goals and complete a written "Client Profile" to help determine the appropriate investment strategy for your specific situation. Each investment is chosen with your specific outlook and goals in mind.

3. Our clients authorize Value View to make "buy" and "sell" decisions for their accounts. They receive a copy of the confirmations for each transaction. They also receive monthly statements showing the results of their investments, and a comprehensive year-end report.

4. Value View customizes the investment strategy to make allowances for individual ethical standards or unique preferences. For example, some of our clients choose to avoid tobacco stocks, while others have expressed a preference for the burgeoning technology industry. With Value View your preference counts.

5. Value View Financial attempts to hold transactions to a minimum by choosing securities which hold a solid potential for the long term. By this means, both commissions and income taxes are held to a minimum. We don't work for the broker, we work for you.

6. Our management fee is only 1% per year (subject to a minimum of $200 annually). Management fees may be automatically deducted from your Personalized Wealth Account.

7. As an added benefit, the bi-monthly Investor's Value View newsletter (regularly $95 a year) is sent to our clients at no extra charge. In addition, clients have full access to our website.

8. All the firms we use as custodians including, but not limited to, Ameritrade are bonded to provide protection for our clients. These brokers provide excellent services to all of our accounts, and are recomended because of their record of honesty and high standards of customer service.

9. To help your account grow, you may add money at any time. Or if you have a need for emergency funds, you may withdraw cash from your account. (Exception: IRA accounts, which have special rules, may not allow for this flexibility.)

 

 
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