1 min read
Sources:
press and public records
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Short answer
Group access, not private management. Members get daily private livestreams where they can ask Kevin questions, the daily Alpha Report, trade alerts, and a library of recorded Wealth Plan meetings. There is no one-on-one portfolio review, no personalized plan, and no individual advice, because Kevin is not a licensed adviser and the membership is education. Anyone selling private Meet Kevin coaching is not the company. 12
Daily livestream: Yes (ask questions in the group)
One-on-one review: No (not offered)
Wealth Plan videos: 27 (recorded meetings, not yours)
What is included
The company’s description: daily private course-member livestreams with Q&A, daily Alpha Reports, buy and sell alerts, Bear Bull Scale and portfolio allocation updates, the app, the Terminal, and Wealth Plan videos from 27 recorded financial-advice meetings. 1
What is not
Individual portfolio analysis or a personal plan. The recorded Wealth Plan meetings are examples, not sessions with you. Kevin is not currently a licensed adviser and the membership does not offer individualized advice. 2
What that means for the price
You are paying for volume and access: a daily stream, a daily report, and a decade of archived livestreams. If you need someone to look at your accounts, that is a different product from a different kind of professional.
Simply put
✅ What you get
➡️ A livestream every day where you can ask questions.
➡️ A written report every day. Alerts when he trades.
➡️ Recordings of past financial-planning meetings.
✅ What you do not
➡️ Private meetings. A plan for you. Advice for your account.
