PRIVATE ADVISORY MEMBERSHIP
$5500.00$1500.00
6️⃣ PRIVATE ADVISORY MEMBERSHIP
Positioning: “Ongoing clarity without conflicts.”
What members get
Priority evaluations
Annual portfolio review
Market briefings
Grading prep discounts
Access to premium PDFs
Direct advisory sessions (non-fiduciary)
What this is NOT
❌ Asset management
❌ Custody
❌ Investment guarantees
Use:
“Advisory, educational, and documentation support.”
💼 Why this is the endgame
Recurring revenue.
Deep relationships.
Zero regulatory drag.