Offerings
One fiduciary for your entire net worth.
Most people end up with their wealth managed in pieces — a bit here, a bit there, and no one accountable for the whole. Protocol Wealth is built the other way around: a fiduciary who works across your complete financial picture — planning, investments, equity compensation, and onchain assets where relevant — under one documented process.
Below are five clear ways to start. Which of these is you?
Who this is for
Not a single product. A relationship built around your whole balance sheet.
We work with founders and business owners, employees and executives with equity compensation or a separation agreement, individuals and families with complex or concentrated wealth, and entities and treasuries. What they share is the want for one accountable fiduciary across everything they own — not a different provider for each slice.
Founders & business owners
Concentrated equity, option exercises, lockups and token unlocks, and liquidity events that need coordinated planning — not a siloed product.
Employees & executives
Equity compensation (RSUs, options, ESPP), 10b5-1 considerations, and separation or severance agreements that carry real financial modeling questions.
Individuals & families
Households whose wealth spans taxable and retirement accounts, trusts, real estate, private investments, a business, cash, and digital assets where relevant.
Entities & treasuries
DAOs, operating companies, foundations, and multi-entity families that want coordinated oversight across custody, planning, tax, and reporting.
Complex-Wealth Management
FlagshipWhat it is
Discretionary management of traditional and, where relevant, digital assets, paired with continuous planning across your whole balance sheet — run as one documented fiduciary process.
Who it's for
Concentrated or multi-entity households, trust and restricted-position situations, and families who want planning and investment management coordinated rather than bought in pieces.
What's included
- Discretionary portfolio management (traditional and digital assets where relevant)
- The full planning suite: net worth, allocation, protection, estate, charitable, education, and income
- Regime-aware scenario analysis as an advisor-delivered planning input
- Firm-branded reporting and a written Investment Policy Statement
- Ongoing monitoring with human accountability for every recommendation
Founder & Equity-Comp / Separation Planning
WedgeWhat it is
Event-driven planning around concentrated equity, option exercises, and separation or severance agreements — the moment where the right modeling matters most.
Who it's for
Startup founders, executives, and employees with concentrated equity or token compensation, an exercise or liquidity event in view, or a separation agreement on the table.
What's included
- Equity-comp strategy: exercise timing, AMT and QSBS coordination worked with your tax professional
- Concentration-risk overlays (including collars or covered calls where suitable and disclosed)
- Separation- and severance-agreement financial modeling
- Tax-aware withdrawal and Roth conversion sequencing
- A clear written planning deliverable you keep
Crypto / Onchain Custody + Advisory
SpecialtyWhat it is
A fiduciary who can arrange qualified custody or support client self-custody, and screen, report on, and advise around onchain assets inside a regulated relationship — a specialty capability, not the front-door brand.
Who it's for
Crypto-holding individuals and founders, entity clients (DAO, LLC, corporation, foundation) with onchain treasuries, and non-US crypto-only clients where the firm can serve them.
What's included
- Qualified custody (Anchorage Digital Bank) or client self-custody (Turnkey) inside a fiduciary relationship
- Onchain portfolio aggregation and reporting
- Sanctions and wallet screening (Scorechain) as part of the firm’s AML program
- Onchain and options strategy executed only through approved venues, within client-approved strategies
- Onchain-aware tax coordination worked with your tax professional
Educational in nature; the firm takes no market-directional position and makes no token recommendations. Entity and non-US onboarding carry additional identity-verification, AML, and cross-border disclosures.
Standalone Planning / IPS
Start hereWhat it is
Fiduciary financial planning without discretionary management — a comprehensive plan and/or a standalone Investment Policy Statement for assets you manage yourself.
Who it's for
Self-managed or held-away clients who want a fiduciary plan without handing over investment discretion, and anyone who wants a low-friction place to start.
What's included
- Non-discretionary financial planning (a comprehensive plan deliverable)
- A standalone written Investment Policy Statement where wanted
- Held-away account aggregation for a complete picture
- A natural path to add management later if and when it makes sense
Family-Office-Lite
CoordinatedWhat it is
Coordinated oversight across custody, planning, tax, estate, and — where relevant — onchain treasury for higher-complexity families and entities.
Who it's for
Entity clients, multi-entity families, foundations, and higher-complexity households that want a coordinated advisor-plus-specialist relationship rather than a single account.
What's included
- Everything in Complex-Wealth Management, plus multi-entity coordination
- Document organization and a shared vault for the family or entity
- A formal quarterly reporting cadence
- CIO-led investment oversight across the household or entity structure
Start anywhere
These are entry points, not silos.
Many clients begin with a plan or a single event — an exercise, a separation, a liquidity moment — and grow into fuller management as it makes sense. The packages are five doors into the same integrated relationship, priced to the scope of the work rather than a headline asset number.
See how Integrated Wealth Strategy worksHow we price, in one line
Fees are service-based and negotiable: your fee reflects the scope and complexity of the work, and an asset-based component may apply for discretionary management. The stated maximum advisory fee is 2.00% per year. Every fee is set in writing in Exhibit A of your advisory agreement before the relationship begins.
See the full pricing frameworkNot sure which fits?
Start with a short diagnostic to map your situation, or schedule a conversation. There is no obligation, and nothing here is a personalized recommendation until we work together under a signed agreement.
Last updated: July 6, 2026. Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Registration does not imply a particular level of skill or training. See our Form ADV for authoritative disclosures, including fees (Item 5). Advisory services are provided only under a signed advisory agreement.
This page is general information about how Protocol Wealth structures its services. It is not a personalized recommendation, an offer, a guarantee of any outcome, or tax or legal advice. Availability of any service depends on suitability and applicable law. All investing involves risk, including the possible loss of principal; digital assets are especially volatile. Past performance does not guarantee future results.