The Wealth Advisory is an investing newsletter from Jason Williams - it can be found over at Angel Publishing.
Jason claims it's time to fire your advisor and follow him to grow your wealth 25% a year.
Is he telling the truth or is this just one big scam?
We'll answer that in this review.
Below you'll get a look at who Jason Williams is, what Wealth Advisory is offering and any red flags that I find.
You'll know if this newsletter is worth it by the time you're done reading!
Let's get into it!
The Wealth Advisory Summary
Creator: Jason Williams
Price to join: $49 to $249 per year
Do I recommend? No!
Overall rating: 2/5
There really isn't anything special about the Wealth Advisory.
There's some good retirement picks but they're pricey to buy.
Besides that customer reviews are bad and it's owned by a horrible company.
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Jason William And Awful Agora
Jason Williams claims he worked at Morgan Stanley for 3 years but there's zero record of this.
You can search Finra records for anyone with the name Jason Williams and Morgan Stanley.
There's no one there with that name that worked at Morgan Stanley during the years he claims.
My guess is he's lying or using an alias for some reason.
That's not the only red flag, though.
After his supposed short tenure at Morgan Stanley, Jason started working for a horrible company called Agora.
Agora is a massive company that owns dozens of publishers that sell investing newsletters.
They sell The Wealth Advisory and Jason has been with them since 2013.
Agora is an extremely predatory company and I have a hard time believing anyone associated with them for so long is legitimate.
Why do I believe this?
Check this out:
Agora had to pay millions in fines for defrauding the elderly with financial and health scams.
The health scam was a fake cure for diabetes!
Just horrible stuff.
The problem is Agora makes HUNDREDS of millions a year, so $2 million is nothing to them.
They'll gladly pay that if they can continue with they're deceptive marketing practices.
And that's exactly what's happening:
Agora is continuing to target senior citizens and won't stop until the government really hits them hard.
It's just too profitable.
This is why I rarely recommend an Agora product.. they're too unethical.
Once you buy one product from them you'll be bombarded with promotions for upgrades.
Some of them will cost thousands of dollars - even tens of thousands.
Agora will use every rotten trick in the book to get you spend thousands too.
They'll shame you, scare you and more.
The Wealth Advisory isn't good enough to put up with all of that.
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The Wealth Advisory Track Record
The Wealth Advisory doesn't give you a full track record of their recommendations.
However, this newsletter has been around for a while and they've done a lot of teaser campaigns.
These are long form presentations where a company is teased and withheld unless you pay for a subscriptions.
These are supposed to be the most well researched and best picks a newsletter can produce.
Here's how these teaser picks have performed through the years:
QuantumScape In May 2021
This seems to be the most well known teaser campaign from The Wealth Advisory.
They run this ad a lot to get new customers.
The company being pitched here is QuantumScape and it was marketed as "electric gas" by Jason.
Jason even claimed this company could be the next Tesla.
However, the stock has been going down ever since the recommendation:
It was recommended at around $30 and is now only $12.
That's a significant loss of about 65% in a very short period of time.
Innovative Industrial Properties In October 2020
This pitch marketed a way to earn over $50,000 a year from a marijuana stock.
The stock is Innovative Industrial Properties which is a REIT.
REIT's basically don't have to pay a corporate tax and instead pay out 90% of their revenue to shareholders - it's like a dividend.
So the $50,000 a year comes with a hefty price and you'd have to invest well over $1 million to see those dividends.
However, if you had that to invest this would have worked out well for you:
People who invested saw both their stock shares and dividends go up for about a year.
However, the stock is around break even now.
Prologis In September 2018
Prologis operates in the same manner as the company we just looked at.
Instead of being involved with marijuana, it's in the warehouse market.
They're the biggest warehouse company in the country by a lot and they're also a REIT.
The teaser for this stock was very misleading and made it seem like Amazon was being forced to pay billions to American citizens every year.
It was titled "The Strange Law Forcing Amazon To Pay A Tax To Americans Like You."
Instead the Amazon connection is Amazon rents warehouses from Prologis and Prologis pays dividends.
Despite being highly misleading this was a good investment recommendation.
Again, though, you'd need to invest over a million to really get the results being teased here.
General Mills In March 2017
General Mills is likely a company that you've heard of and they are massive.
The company at the time was seeing declining sales but was apparently being targeted by Warren Buffet for a takeover.
However, Vanguard now owns the most shares of the company.
The stock hasn't moved much in the 5 years since it was recommended:
The teaser picks from The Wealth Advisory have been pretty solid.
But as a service the customer reviews aren't good.
Out of nearly 80 people that have voted on this service, it only gets 2 out 5 star rating:
The newsletter was run by Briton Ryle and has recently switched to Jason Williams.
However, the worst stock pick from the teasers came from Jason and it lost around 65% in a year.
So Jason is not off to a good start.
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The Wealth Advisory Overview
The Wealth Advisory is your standard investing newsletter.
It's a lot like other Agora products I've reviewed.
Here's a look at everything that you get:
Monthly Issue Of Newsletter
Every month you'll get a new issue of The Wealth Advisory.
In each newsletter you can expect a new investment idea and some research to go along with it.
This is the main part of the offer and basically what your paying a yearly price for.
Model Portfolio And Archives
Once you sign up you'll get access to dozens of stock picks through the archives.
The archives are just previous newsletters that have been sent out in the past.
You can get investment ideas from these newsletters.
You'll get recommendations on what price to buy the stock and what price to sell.
In addition to the monthly newsletter you get a weekly newsletter.
This newsletter covers the markets and anything that effects previous stock pick recommendations.
You'll also get investment ideas that can't wait for the monthly newsletter.
In addition to everything else you get a few special reports.
These reports typically change from time to time so they may be different by the time you're reading this.
The main special report is the electric gas teaser presentation.
We already covered this stock and it's QuantumScape.
This stock has performed very poorly in the last year, though.
The other special report hints at a 5G tollbooth stock.
This stock is Unity Group and is another REIT opportunity.
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The Wealth Advisory FAQ's
Still have some questions about this newsletter?
Here's some answers to any questions you might have about the Wealth Advisory.
1) How Much Does The Wealth Advisory Cost?
There's different prices depending on where you buy the newsletter.
If you go straight to the Angel Publishing website it costs $249 per year.
If you can find the promo price you can get it as low as $49 for the first year and ten $79 per year after.
This is the standard price for pretty much all introductory investing newsletters, which The Wealth Advisory is.
2) Is There A Refund Policy?
Yes, there's a pretty good refund policy and you get 180 days to get your money back.
But let's get real..
If you're asking for your money back it's likely because you lose thousands following their recommendations.
Getting $49 back isn't going to make that much of a difference.
Another thing to keep in mind is Agora typically doesn't give refunds for their expensive upgrades.
So if you buy and then upgrade, you likely won't be eligible for a refund.
3) What Kind Of Investments Does The Wealth Advisory Recommend?
A lot of these investments are long term and for retirement.
That's why a lot of the stock picks offer dividends.
These are good investments because they give you monthly or quarterly income.
However, these take a huge investment to get the full benefit.
If you want to make $5000 per month you'll likely need $1.5 million to invest.
This is why a lot of these picks are for retirees or people close to retirement.
They're the only ones that can afford these investments.
The other option is to invest around $25,000 if you're younger.
After you just reinvest the dividend payments back into the stock and eventually you'll get a full time income when you're ready to retire.
4) What Are The Main Red Flags?
There's three red flags you should be worried about..
The main red flag is this is an Agora product. I really don't like Agora and rarely recommend them.
Once you buy from them you'll be targeted every day for other products that cost thousands and many perform poorly.
Additionally, they sell legitimate scams.
Next, the customer reviews are really bad.
Most people I've seen comment on this service indicate they've lost money.
Lastly, Jason is off to a rough start running this newsletter.
His first major teaser presentation has lost nearly 65% and is the worst stock pick from the newsletter that I've seen.
5) Are There Similar Newsletters?
Yes, there's many similar investing newsletters.
There's no shortage of these stock picking services.
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The Wealth Advisory Pros And Cons
The Wealth Advisory Conclusion
The Wealth Advisory is your typical Agora newsletter.
Newsletter, special reports, updates and model portfolio - there's a hundred other newsletters that offer the same thing.
At the end of the day there's just nothing special that should make you buy.
You now know the big teaser picks and the successful picks in the past.
I think they perform much better than the picks you'll get in the newsletter.
So I'd avoid for those reasons and you don't want to be trapped in an Agora marketing funnel.
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I'd pass on The Wealth Advisory.
There's nothing overly appealing about it and there's too many read flags to ignore.
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