Promo - 2025 Personal Strategy Promo

Personal Strategy® advisory services are available when you invest more than $250,000 with us.

Free Advisory Offer: For a limited time until October 31, 2025, Empower Advisory Group, LLC (EAG) is offering clients who open a Personal Strategy account and fund the account with more than $250,000 within 90 days of account opening two months of free advisory service. All cash, eligible securities, and/or margin debit balance transfers from external sources will be valued at the time those assets are received into your account. Personal Strategy+ (PS+) accounts are not eligible for this promotional offer and will be excluded from the portfolio percentage calculations. To remain eligible and continue receiving the benefit: Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) to remain eligible for this promotion. Internal transfers between EAG accounts are not eligible. Only new assets that EAG (or Personal Capital Advisors Corporation, PCAC) has never provided advisory services for are eligible for this promotion. Assets previously used in other EAG or PCAC promotional offers are not eligible. After promotional period, standard fees apply.

EAG reserves the right to modify these terms and conditions or terminate the offer at any time. This offer may not be combined with any other promotions and is not transferable. Employees of EAG or Empower are not eligible for this offer.

You are encouraged to consult with your tax advisor to discuss appropriate tax reporting requirements. If you have any questions, please contact Empower at 1‐855‐855‐8005.


Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).