Tech-forward investors
Digital assets should not sit outside your plan.
You hold some digital assets and want them inside a whole plan, with custody explained plainly and tax-aware planning coordinated with your CPA.
Your situation
Does this sound like you?
- You know your investment thesis, but you don’t have a documented answer for access, recovery and estate transfer.
- Your digital assets have grown to the point where concentration and liquidity matter.
- You want your digital assets and your traditional portfolio reviewed through one process.
- You want custody explained plainly: who holds what, and who can move it.
The work
What we work on together
Access
Document where your assets are held, who can act, what recovery process exists, and what your heirs or fiduciaries would need to know.
Liquidity
Map cash needs, taxes, spending, philanthropy, and diversification decisions before volatility or market depth forces the timing.
Fit
Review whether digital assets fit your time horizon, risk tolerance, liquidity needs, family goals, and broader portfolio.
Custody and control
Traditional assets are generally held at an independent qualified custodian, in an account titled to you or an entity you designate. Digital assets are held at a qualified custodian such as Anchorage Digital Bank, or in an MPC wallet that can send only to addresses you’ve approved. Some onchain strategies move assets outside both, and we explain that before you approve one. Assets in an MPC wallet are not held by a qualified custodian and are not covered by SIPC or FDIC; our custody disclosure explains the risks.
Tax-aware planning
Tax-aware planning coordinated with your CPA. We do not give tax or legal advice.
How we work
How a first conversation works
A 30-minute call about what’s on your mind. No preparation needed.
If it fits, we map your whole balance sheet: business, equity, digital assets, family.
If we’re a fit, we agree the scope and fee in writing before any work starts. You decide whether to go ahead.
Pricing
How we price
Advisory retainer
Monthly retainer
Set by what you are looking for, the complexity of your situation and how involved you want us to be. Billed monthly in arrears.
Project engagement
Fixed fee, agreed in advance
Milestone-based or upon completion.
Investment management
0.25% to 2.00%
Annually, billed monthly in arrears.
We do not impose a minimum account size.
Go further
General information only
This page is educational and is not personalized investment, tax, legal, custody, or estate advice. Advisory services are provided only under a signed advisory agreement. Protocol Wealth coordinates with qualified tax and legal professionals where those questions are involved. All investing involves risk, including the possible loss of principal.
Digital assets are volatile and may be unsuitable for some clients. No investment, liquidity, tax, custody, or security outcome is guaranteed.