Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies
Fee-Only (% of Portfolio)Fixed/Hourly
Veritas Bitcoin Strategies offers investment advisory services to family offices, registered investment advisors, individuals, and other client types. Services include asset management, a Bitcoin Separately Managed Account (SMA), financial planning, and retirement plan consulting. The Bitcoin SMA invests in Bitcoin-related ETFs and equities with active risk management. Custom Bitcoin portfolios are also available. Veritas also selects independent managers to manage client assets.
Assets Under Management$22M
Clients60
Advisors1
Avg. per Client$370K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees are negotiable and may be lower than shown in client agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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