KubiTree LLC provides investment advice, primarily focused on digital assets like cryptocurrencies, to separately managed accounts. They evaluate clients' risk tolerance and create an Investment Policy Statement. KubiTree LLC also offers financial planning services covering investment, tax, retirement, college, and debt/credit planning. They generally limit their investment advice to ETFs, including those in the gold, precious metal, and digital asset sectors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
KubiTree LLC charges a flat fee of $100 per month for investment advice. Clients can terminate the agreement within five business days for a full refund. After that, clients can terminate with 30 days' written notice.
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