Starter (free)
For beginners getting started with investing.
Includes:
- Membership in the public IncomeTelligence community
- Guidance on opening brokerage accounts
- Assistance with completing Form W-8BEN for non-U.S. investors
- Tips and tutorials designed for those new to investing
- General investing education and platform orientation
Best for:
- New investors getting started
- Those exploring long-term investing concepts
- Anyone deciding whether IncomeTelligence is the right fit
Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.
Wealth Builder
For investors focused on building a strong long-term foundation
Includes:
- Membership in a private, long-term stock investing community
- Fair value estimates for ~50 fundamentally strong companies, updated quarterly
- Historical analysis charts using up to 20 years of financial data
- A structured investing guide covering fundamentals, valuation, and risk management
- Education-focused insights to support buy/sell decisions (not trading signals)
- One-time 30-minute private strategy consultation (yearly members only)
Best for:
- Investors building core portfolios
- Those focused on fundamentals and valuation
- Long-term, buy-and-hold oriented investors
Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.
Wealth Compounder
For investors looking to actively support compounding through income strategies
Includes everything in Wealth Builder, plus:
- Education on structured income strategies, including the wheel strategy
- Frameworks for combining long-term investing with disciplined income generation
- Deeper discussions around risk, position sizing, and strategy execution
Best for:
- Investors with an established portfolio foundation
- Investors with larger account sizes suited for options-based strategies
- Those interested in using options as a tool to support long-term compounding
- Investors comfortable with added complexity and risk management
Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.