Account Types Offered


Account Types Offered

One way ValueWealth Services strives for success for all of its clients is to offer and recommend the most appropriate account types for their investment objectives.  We offer the following account types:

Basic Accounts

  • Individual
  • Joint With Rights of Survivorship (WROS)
  • Joint With Tenants in Common (TIC)
  • Joint With Tenants By Entirety (TBE)
  • Community Property
  • Corporation
  • Limited Liability Corporation (LLC)
  • Non-Profit Organizations
  • Partnership
  • Sole Proprietorship

Retirement Accounts

  • Individual Retirement Account (IRA)
  • Roth IRA
  • Minor Roth IRA
  • Simplified Employee Pension (SEP) IRA
  • 403(b) Plan
  • PSP Prototype Plan
  • Individual 401(k) Prototype Plan
  • Outside 401(k) Plan
  • Outside Roth 401(k)


Fiduciary Accounts

  • Custodial – Uniform Trust to Minors Act (UTMA)
  • Estate
  • Trust – Revocable, Irrevocable, Testamentary, Charitable
  • KEOGH, Corporate 401(k), Solo 401(k)
  • Guardianship/Conservatorship


  • Transfer on Death (TOD)
  • 529 College Savings Plan
  • Institutional Accounts
  • Direct Mutual Funds
  • Direct Annuities
  • Managed non Wrap Accounts
  • Cash Management Accounts


Account Features

Power of Attorney
Limited Trading Authorization
Discretionary Trading
Outside Money Markets
Free Automatic Clearing House (ACH) – limit six transactions per month*
Free Periodic Investment Plans (PIPS)
Free Systematic Withdrawals (SWPS)
Free Dividend Reinvestment (Equities)
Free Check Writing

* ACH transactions are free at most banking institutions up to six transactions per month. Policy may vary per institution.