Bitcoin Standard

Fee-Only (% of Portfolio)

Bitcoin Standard LLC guides investment strategy depending on the specific stage of the Bitcoin market cycle. The firm meets with clients to educate them about Bitcoin, determine their suitability and investment goals, buys Bitcoin for them on exchanges, and transfers the Bitcoin to a hardware wallet for cold storage. Bitcoin Standard LLC also advises and helps complete IRS Tax form 8949 for gains and losses in Digital Currencies and encompasses Estate planning with a Bitcoin succession plan.

Assets Under Management$28K
Clients2
Advisors1
Avg. per Client$14K
Avg. per Advisor$28K

Fee Structure

Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.1M3.00%
$1.1M+3.00%

For accounts over $1.1M, a performance-based fee of 30% of profit per quarter is charged to qualified clients in addition to the 3% annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Bitcoin Standard | TrueAdvisor