Protocol Wealth offers wealth management services including financial planning, portfolio management, and consulting, with a specialization in digital assets. They provide continuous investment management, incorporating blockchain-based investments and decentralized finance strategies. Financial planning can be ongoing or project-based. They also offer advice on wallet management and risk management for digital asset portfolios.
Fee Structure
Protocol Wealth charges an annual fee based on a percentage of the assets they manage. This fee ranges from 0.50% to 2.00% per year, depending on the size of the account and complexity of services. For onchain digital asset management, they charge 2.00% annually, with a $600 per month minimum fee to cover costs for benefits like an institutional-grade onchain wallet and key backup service.