Our differences with Wealth Managers

We don't try to sell you insurance, a mortgage or use our own ETFs or Mutual Funds.
We don't get any kickback fees and we actually use AgentRisk to manage our own money.

Read more about how our CEO uses AgentRisk.

AgentRisk Wealth Managers
Active Management Active Management using Machine Learning No active management (unless fees 2%+)
Assets Protection Protect assets on your command using option strategies No protection of assets using option strategies
Strategies Machine learning driven strategies to increase income and returns No strategies
Liquidation Liquidate-next-day Liquidation can take up to a week
Funds Using ETFs (lower fees) Using Mutual Funds
Fees 1.0% yearly flat fees for AUM, free AgentRisk Boost & Shield 1.2% average fee

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