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Your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Select which type of account you would like to sign up or register for.
Create your personal financial dashboard.
View your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Retirement & IRAs
Invest for retirement with access to a large selection of investment options, personalized resources and no-cost investment guidance.
Why use an Individual Retirement Account?
An IRA allows you to invest money for retirement with certain tax advantages such as tax-free growth or pre-tax contributions. And when you open an IRA with us, we make it easy for you to invest how you want.
Choose the account that’s right for you
Personal Asset Premier IRA
Enrolling in an Personal Asset Premier IRA is a simple, straightforward, low-cost way to invest. Plus, it has great tax advantages, too. You can invest confidently online with a diversified selection of mutual funds, easy-to-use investment tools and personalized guidance from an Personal Asset advisor when you want it. Or, if you like to take a hands-off approach, let our experienced investment advisors manage your investments for you.
Features
Over 130 mutual funds to choose from
No administrative fees and a low minimum to open1
A managed account option2
Click here for the Fees and Minimums PDF
Brokerage IRA
If you are a more seasoned investor and would like to manage your own investments, then a Brokerage IRA may be for you. You'll be able to choose from a wide selection of mutual funds and stocks that match your personal goals and investment style.
Features
On-demand access to accounts, positions and balances.
No annual account maintenance fee for accounts over $100,000.1
Commission-free online trading of stocks and ETFs.2
More than 300 mutual fund families, thousands of individual mutual funds and stocks as well as more than 1,400 ETFs to choose from.
Invest money with tax-free potential growth
We are here if you need us.
admin@empassetsmanagement.com
More IRA options
Self-employed?
We take all your investments and assets into account when building your portfolio and come with a game plan in helping you
Guaranteed retirement income
A flexible solution that may help you bring to life the retirement you imagine.
1 Other account fees, fund expenses, brokerage or service fees may apply.
2 Online Advice and My Total RetirementTM are part of the Personal Asset Advisory Services suite of services offered by Personal Asset Advisory Group, LLC, a registered investment adviser.
3 The first one thousand trades (1,000) placed online each calendar year are $0; thereafter, each online trade will be charged $6.95. Personal Asset Financial Services, Inc. reserves the right to change and/or modify pricing.
4 Investment returns will fluctuate and are subject to market volatility so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
5 Online Advice and My Total RetirementTM are part of the Personal Asset Advisory Services suite of services offered by Personal Asset Advisory Group, LLC, a registered investment adviser.
Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC, EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. Brokerage services such as clearing, settlement, custody and other similar functions are provided by Pershing LLC, Member FINRA/NYSE/SIPC and a wholly owned subsidiary of The Bank of New York Mellon Corporation. Additional information may be obtained by calling 877-788-6261. EFSI and Pershing are separate, unaffiliated brokerage firms. Brokerage accounts are subject to EFSI review and approval. This material is for informational purposes only and is not intended to provide advice, investment, legal or tax recommendations.
Online Advice and My Total RetirementTM are part of the Personal Asset Advisory Services suite of services offered by Personal Asset Advisory Group, LLC, a registered investment adviser.
ETFs are a type of exchange-traded investment product that must register as either an open-end investment company (generally known as “funds”) or a unit investment trust. ETFs are not mutual funds.
Unlike mutual funds, individual shares of ETFs are not redeemable directly with the Issuer. ETF shares are a collection of securities bought and sold at market price, which may be higher or lower than the net asset value (NAV). Investment returns will vary based on market conditions and volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to risks similar to those of their underlying securities.
Certain ETFs are available commission-free. Please contact your service representative or visit the brokerage website for more details.
Personal Asset Financial Services, Inc. reserves the right to change and/or modify pricing.
Options trading may increase the risk of principal loss and is not suitable for all investors. Prior to buying or selling an option, investors should read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD).
Brokerage and investment accounts are intended for knowledgeable investors who acknowledge and understand the risks associated with the investments available through these accounts.
