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Personalized Wealth Accounts

Why a Personalized Wealth Account rather than a mutual fund?

     The Personalized Wealth Account is a privately managed account, which has neither the entrance nor exit fees that many mutual funds have, nor any other separate administrative costs. Mutual funds often charge various fees which the investor does not see, in many cases adding up to 3% and sometimes even more. Value View Financial, on the other hand, charges only a single 1% annual fee. By investing in a mutual fund you are buying their current portfolio, which includes stocks that may no longer be a good value. This is especially true of funds whose past year was very succesful. As a new investor in the fund, you participate in the tax liability for some of these past gains. A personalized account like the Value View plan would separate you from these disadvantages.

How the Personal Wealth Account Works

 
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