Ever wondered how to safeguard your wealth in an unpredictable world? Perpetual Assets claims to offer a solution by blending traditional investments with modern financial strategies.
Table of Contents
Overview Of Perpetual Assets
Perpetual Assets, founded in 2013 by Gus Demos and William L. Lehr, offers a unique blend of traditional and contemporary financial solutions.
Based in Wyoming, this company specializes in alternative investments tailored to safeguard your wealth in an unpredictable financial climate. With their distinctive range of services, they provide excellent options to diversify your investment portfolio.
If you’re looking for flexibility, Perpetual Assets’ self-directed IRAs are an excellent option. These IRAs allow you to invest in an array of assets, including cryptocurrencies and precious metals, broadening your opportunities beyond conventional investments.
Surprisingly, they are the only company in the United States that enables you to own cryptocurrencies within an IRA, a groundbreaking feature in modern digital era.
Perpetual Assets also stands out for its offerings in precious metals, such as gold and silver. Providing an innovative approach to retirement accounts, they give you the chance to own these tangible assets, which are known for their stable value over time.
This versatility is complemented by their low fees, making it even more attractive. For instance, some accounts have annual fees as low as $180, which is competitive compared to industry standards.
Also, the company’s customer-oriented approach ensures that you get the best service for your investment needs.
Whether you’re new to alternative investments or a seasoned investor, their easy-to-navigate options and expert guidance can help you make informed decisions.
Each service is designed with your financial growth in mind, making it easier to achieve retirement objectives without sacrificing security.
To conclude, Perpetual Assets marries traditional and modern investment strategies to provide solid and versatile financial solutions.
Their focus on low fees, a wide range of investment options, and industry-first innovations sets them apart, giving you unparalleled opportunities to diversify and protect your wealth.
Product Offerings And Services
Perpetual Assets offers a wide array of investment products and services designed to meet various financial needs.
These offerings provide both traditional and modern investment opportunities tailored to protect and grow your wealth.
Precious Metals Investment
With Perpetual Assets, you can invest in precious metals such as gold and silver, known for their stability and ability to safeguard wealth.
Their inventory, often out of stock, showcases high demand, yet it remains unclear how frequently new metals are added.
This could pose a challenge for those looking to make timely investments. But, when available, these metals offer a reliable way to diversify your portfolio.
Cryptocurrency Investment
Perpetual Assets stands out by allowing you to own cryptocurrency in an IRA, a unique feature in America. This innovative option enables investments in digital currencies, providing a modern edge to your retirement portfolio.
Imagine holding cryptocurrencies like Bitcoin or Ethereum through a self-directed IRA, which sets this company apart from its competitors.
The integration of cryptocurrencies within an IRA offers flexibility and a hedge against traditional market volatility.
Self-Directed And LLC IRAs
One of the highlights of Perpetual Assets is their self-directed and LLC IRAs. These accounts give you checkbook control over your investments, allowing for greater liquidity and quicker investment decisions across various asset classes.
Whether you want to invest in real estate, private companies, or other alternative assets, having this level of control can be empowering.
Also, this flexibility lets you seize opportunities as they arise without the typical delays seen with traditional IRAs.
Offshore Gold Storage
Perpetual Assets does not mention offering offshore gold storage services in the information provided. While the company offers innovative and flexible investment options, the lack of offshore gold storage might be a drawback for those interested in that specific type of asset protection.
Nonetheless, their comprehensive suite of services covers many other investment needs, ensuring you have diverse options for safeguarding your wealth.
Investment Flexibility And Control
One of the standout features of Perpetual Assets is the significant investment flexibility and control it offers to its clients.
This is enabled through their innovative retirement solutions, which provide an unmatched level of autonomy in managing your financial portfolio.
Understanding LLC IRAs And Their Benefits
Perpetual Assets specializes in LLC IRAs, which are a game-changer in the retirement investment world. LLC IRAs allow you to have checkbook control, meaning you can directly manage your investments without the need for a custodian.
This feature is particularly beneficial for those who want to act swiftly on market opportunities. Imagine having the ability to invest in precious metals like gold and silver or even in cryptocurrencies like Bitcoin and Ethereum at a moment’s notice. LLC IRAs make this possible.
Also, managing investments through an LLC structure can also provide asset protection benefits. If you value both flexibility and security in your investments, LLC IRAs are an excellent choice.
These accounts open the door to a range of alternative investments, enabling greater portfolio diversification. With Perpetual Assets guiding you through the process, setting up an LLC IRA is straightforward.
Control Over Investment Opportunities
Perpetual Assets empowers you with control over your investment opportunities, something not commonly found in conventional IRAs. Through self-directed IRAs, you can diversify your portfolio beyond traditional asset classes.
Unlike standard IRAs limited to stocks and bonds, self-directed IRAs allow investments in innovative assets like cryptocurrencies and tangible assets such as real estate and precious metals.
This level of control means you can tailor your investment strategies according to market trends and personal financial goals.
For example, during times of economic uncertainty, you might choose to allocate a portion of your portfolio to stable assets like gold and silver.
On the other hand, if you’re looking to capitalize on the growing digital economy, investing in cryptocurrencies becomes an accessible option.
With Perpetual Assets, the control extends beyond mere selection of assets. You can swiftly execute investment decisions, making the most of timely opportunities.
This autonomy is a significant advantage in a rapid financial environment, where delays can result in missed profits.
Costs And Transparency
When considering your investment options with Perpetual Assets understanding the cost structure is crucial. The company requires a minimum investment of $1,000 for precious metals.
For those of you interested in cryptocurrencies, the minimum jumps to $10,000. These thresholds might seem steep, especially for newcomers, but they align with the high value and specialized nature of these assets.
Annual fees at Perpetual Assets are straightforward. No matter the size of your account, you will be paying $200 each year. This flat fee system could be advantageous for individuals with larger investments, as it does not scale with account size.
Unlike some other companies, Perpetual Assets does not hide additional charges. You won’t find any surprise fees cropping up.
Transparency is another vital aspect to consider. Unfortunately, Perpetual Assets falls short here. Detailed information about the company’s founders, executive team, or even its founding year is not prominently available. That’s a notable omission for those who value full visibility into the entities managing their wealth.
Looking at reviews, you might notice a lack of external validation. While Perpetual Assets showcases testimonials on its own website, respected review platforms like Trustpilot or Consumer Affairs lack feedback on the company. This absence can make it more challenging to gauge overall customer satisfaction.
Also, Perpetual Assets is not accredited by the Better Business Bureau (BBB). But, it has an A rating from the BBB with no listed complaints or reviews.
This rating without accreditation can be reassuring but might not offer the full confidence that some investors prefer.
Transparency in the financial world builds trust, and companies that openly share their background and customer feedback often stand out.
But, Perpetual Assets has room for improvement in this area. Balancing the costs and the transparency issues, you must carefully weigh these factors into your decision-making process.
Market Reputation And Customer Feedback
Perpetual Assets has carved out a niche in the financial services industry by offering innovative investment solutions.
Analyzing Consumer Reviews And Ratings
When looking at consumer feedback, you will notice a pattern of high satisfaction. Clients often rave about the company’s professionalism and expertise.
For example, many testimonials highlight the support they received throughout the investment process. Some investors appreciate the ability to diversify their portfolios with alternative assets like gold and digital currencies, which sets Perpetual Assets apart from traditional investment firms.
But, there are a few areas where the feedback is less glowing. Notably, the company lacks extensive reviews on popular platforms like Trustpilot or Consumer Affairs. This absence can leave potential clients wanting more external validation.
Also, while they do hold an A rating from the Better Business Bureau (BBB), the company is not accredited. For some, this might be a minor red flag.
Recognition By Financial Authorities
Perpetual Assets’ innovative approach has not gone unnoticed. Top-tier financial media outlets such as Forbes and International Business Times have recognized their work.
These mentions signify a growing presence and credibility within the industry. Acknowledgment from such reputable sources could give you more confidence if you are considering their services.
Advantages Of Perpetual Assets
When choosing an investment company, you naturally want benefits that match your financial goals. Perpetual Assets offers several compelling advantages, making it a worthwhile contender for your investment needs.
1. Asset Diversification
Diversifying your portfolio is crucial, and Perpetual Assets excels in this area. You can invest in a variety of assets, including gold, silver, cryptocurrencies, and even metal cards.
This multitude of options helps lower your investment risk, providing a stable safety net. For example, imagine splitting your investment between gold and Bitcoin; both assets have different risk profiles and performance metrics, balancing your portfolio.
2. Privacy And Security
Perpetual Assets prioritizes your privacy and security. Their LLC IRA retirement solution hands you complete control over your retirement account, which is significant.
You can manage the storage and delivery options for your precious metals and the private keys for your cryptocurrencies.
This ensures that your assets are safe and only accessible to you. Think about holding the private keys to your cryptocurrency—that’s like carrying the keys to a vault full of assets.
3. Potential For Higher Returns
Investing with Perpetual Assets opens doors to potentially higher returns. Their innovative IRA solutions include cryptocurrency investments, offering a modern twist to traditional portfolios.
This means you have the opportunity to capitalize on the growth of digital currencies like Ethereum and Bitcoin, which have shown exceptional gains in recent years. Traditional IRAs, by contrast, often deliver modest returns through standard stock and bond investments.
4. Tax Advantages
Tax benefits can significantly affect your investment outcomes, and Perpetual Assets doesn’t fall short here. By incorporating cryptocurrency and precious metals into self-directed IRAs, you can exploit tax-deferred or tax-free growth opportunities, enhancing your overall returns.
For instance, holding assets in a Roth IRA allows these investments to grow tax-free, which can be a powerful advantage over the long term.
Potential Risks Of Using Perpetual Assets
When considering Perpetual Assets for your investment strategy, it’s crucial to understand the associated risks. While the company offers unique and innovative solutions, no investment is without its pitfalls.
1. Market Volatility
Investing in precious metals and cryptocurrencies can be highly rewarding, but it’s equally volatile. Markets for gold, silver, and digital currencies like Bitcoin often experience drastic fluctuations.
For example, the value of Bitcoin is known for its dramatic rises and falls, sometimes shifting by thousands of dollars within a single day. This volatility can lead to significant gains, but also substantial losses.
If you’re not prepared for these swings, the market’s unpredictability could undermine your investment strategy. On the other hand, the same market dynamics that can cause rapid downturns might also provide opportunities for quick gains.
2. Regulatory Changes
The world for alternative investments like precious metals and cryptocurrencies is continually changing. As regulations evolve, they can affect your investments’ legal and financial standing.
For instance, governments around the world are still grappling with how to handle cryptocurrencies. This has led to a patchwork of rules that vary by jurisdiction.
You might find that a cryptocurrency considered legitimate today could face restrictions or even bans tomorrow. Keeping abreast of these changes is essential, but also challenging.
Perpetual Assets provides educational resources to help you stay informed, yet the volatile regulatory environment adds an extra layer of risk to your investments.
3. Custodial Risks
With Perpetual Assets, you have the option of self-directed IRAs, which allows you to have a checkbook control over your investments. But, this also means you are responsible for the custodial management of your assets.
Mismanagement or lack of understanding of custodial responsibilities can lead to severe consequences, including tax penalties or loss of asset protection.
Without a custodian to oversee your account, you are more exposed to risks associated with compliance and asset security.
While this autonomy provides greater control and flexibility, it requires a solid understanding of custodial duties and regulations to avoid potential pitfalls.
How To Start With Perpetual Assets
Ready to jump into the world of alternative investments with Perpetual Assets? You’re about to discover a unique approach to managing your financial future.
Here’s how to get started with them:
Step 1: Consultation And Planning
First things first, reaching out to Perpetual Assets for a consultation is a pivotal step. Their experienced team will evaluate your individual needs, goals, and risk tolerance.
This personalized approach ensures that your investment strategy aligns perfectly with your financial aspirations.
Whether you’re a seasoned investor or new to the market, Perpetual Assets offers educational resources and webinars tailored for all levels of understanding.
They empower you with the knowledge and tools necessary to make informed investment decisions. During your one-on-one consultation, you’ll work closely with their experts to create a tailored plan designed to meet your specific financial goals and time horizon.
Step 2: Account Setup Process
Setting up an account with Perpetual Assets involves a few straightforward steps. Their primary offering is the LLC IRA, which grants you complete control over your retirement accounts.
This means you can manage and make investment decisions without the need for a custodian. Perpetual Assets will guide you through the account setup process, starting from the creation of your LLC to the transfer of your IRA funds.
This process can be quite empowering as it puts you in the driver’s seat of your retirement strategy. You’ll have the freedom and flexibility to diversify your portfolio across various asset classes, such as real estate and cryptocurrencies. With their support and guidance, you can navigate this setup with ease and confidence.
Step 3: Asset Allocation And Investment
Once your account is set up, the exciting part of asset allocation and investment begins. Perpetual Assets offers a diverse range of investment options, including precious metals like gold and silver, and digital currencies such as Bitcoin and Ethereum.
Diversifying your portfolio is crucial for mitigating risks and enhancing potential returns. You’ll have the liberty to allocate your assets according to your personal risk tolerance and investment goals.
By taking advantage of their expert guidance, you can strategically balance your investments, ensuring that your portfolio remains robust against market fluctuations.
Starting your investment journey with Perpetual Assets is a comprehensive and insightful process that prioritizes your financial independence and growth.
Conclusion
Perpetual Assets offers a unique blend of traditional and modern investment strategies designed to protect and grow your wealth.
With options like self-directed IRAs that include cryptocurrencies and precious metals, you can diversify your portfolio and take advantage of innovative financial opportunities.
The company’s low fees and customer-oriented approach make it accessible for both new and seasoned investors.
But, it’s crucial to weigh the costs, transparency issues, and potential risks before diving in. Consulting with their experienced advisors can help you align your investment strategy with your financial goals.
PORS:
- Given an A+ rating by the BBB
- Reliable and trustworthy representatives
- Bonuses for new clients
- Setting up an account is efficient
- Account support and access via multiple devices
CONS:
- The minimum IRA investment is $25,000