First Steps in Saving and Investing
If you are new to investing or just looking to get a fresh start, then you've come to the right place! Value View takes the time to personally understand each client and his or her investment needs. We have several opportunities for every investor with our First Step Plan, whether you are a student investor, planning for you or your child's education, preparing for a worry-free retirement, or just looking to build your personal wealth. This plan is designed for those starting out in investing and saving for the future. We are here to guide you through the difficulties and worries of starting to plan for your financial future. Contact Value View today to learn more about how we can help your investments achieve the growth that you need in order to provide for your financial stability.
The First Step Plan
The First Step Plan is designed for starter accounts making regular deposits. Money will be invested in a portfolio of selected mutual funds, ETF’s and similar vehicles to achieve diversification. The client commits to adding funds to the portfolio according to the schedule designed by the client. VVFC may notify client and cease management if commitments are not met. Communications between client and VVFC will determine further action as needed. **The First Step Plan is restricted to accounts under $75,000.
Small starter accounts are ideal for the First Step Plan as it is designed to help those new to the idea of saving and investing. In the beginning of your investing journey less risk is the ideal way to go, and this plan sets you up for success with little risk. Starting your first account can be scary, but also exciting and Value View is here to make the process as easy and concern-free as possible.
Pricing for First Step Plan
The annual fee for First Step accounts shall be one quarter of one percent (.25%). In any event, the advisory fee for any type of account shall not exceed 3% annually of net assets under management.