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Protocol Wealth

Pricing

Transparent, service-based pricing aligned with your goals. All fees are disclosed in our ADV Part 2A.

Regulatory filing links current as of March 19, 2026.

Investment Management

Discretionary portfolio management with ongoing monitoring and rebalancing.

Traditional Wealth Management
0.50% – 2.00% AUM

Annually, billed monthly in arrears

Stocks, bonds, ETFs, mutual funds via Schwab, Altruist, Interactive Brokers

Active Management
1.00% – 2.00% AUM

Annually, billed monthly in arrears

Typical starting point: $500/month

Active digital asset portfolio management and rebalancing

Qualified Custody
0.50% AUM

Annually, billed monthly in arrears

Typical starting point: $500/month

Custody via Anchorage Digital Bank

Onchain Active Management
Typically starts at $500/month or 2.00% AUM

Monthly in arrears

DeFi strategies, staking, and income-focused positioning via Fordefi MPC wallet

Portfolio construction & rebalancingTax-loss harvestingFinancial planning integrationRetirement planning

Advisory & Consulting

Non-discretionary advice and strategy. You retain custody and decision authority.

Individuals & Families
Individual & Family Advisory
Scoped per engagement

Based on goals and complexity

Monthly in arrears

Complimentary introductory meeting to discuss goals and services. Includes financial planning, portfolio reviews, and ongoing advisory.

Institutional
Institutional Advisory
Starting at $5,000/month

$5,000 – $15,000+/month based on complexity

Monthly retainer, billed in arrears

Treasury strategy, digital asset policy, custody architecture, board reporting, regulatory coordination, and ongoing advisory meetings.

Project Engagement
Scoped per engagement

Milestone-based or upon completion

One-time projects: treasury policy, custody architecture, token liquidity planning, due diligence reviews.

Financial planningCorporate treasury advisoryDigital asset strategy & policyCustody architecture & vendor evaluationRegulatory coordination & board reportingEducation sessions & training

Typical Starting Points

Starting points vary by engagement type and are finalized in your advisory agreement.

Typically starts at $500/month
Digital Asset Management

active management plus third-party qualified custody

Typically starts at $500/month
Onchain DeFi

or 2.00% AUM, based on engagement scope

No stated minimum
Traditional Wealth Management

based on service fit and complexity

Scoped per engagement
Individual & Family Advisory

complimentary introductory meeting to discuss your goals

Starting at $5,000/month
Institutional Advisory

retainer-based advisory for businesses, treasuries, and institutions

Important Fee Disclosures

  • Fees are negotiable based on relationship scope, asset complexity, and total assets under management.
  • Investment management fees are generally deducted directly from client accounts on a monthly basis in arrears.
  • Protocol Wealth does not receive commissions or third-party compensation. We are compensated solely by client fees.
  • Additional custodian fees, transaction costs, and fund expenses may apply and are separate from advisory fees.
  • Complete fee information is available in our ADV Part 2A.

Ready to Get Started?

Schedule a consultation to discuss which service model best fits your needs.

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