Keystone Bitcoin

Fee-Only (% of Portfolio)

Keystone Bitcoin operates as an internet-based registered investment advisor focused entirely on Bitcoin. The firm helps individual clients build long-term, disciplined Bitcoin strategies through online portfolio guidance, automated planning tools, and educational resources. Keystone Bitcoin does not provide advice on other asset classes or securities. Instead of managing assets directly on a day-to-day basis, the firm utilizes an online platform where clients establish their advisory profile and receive automated recommendations. All client Bitcoin is held securely by an independent qualified custodian, BitGo Trust Company, while Keystone Bitcoin provides the advisory framework, behavioral coaching, and strategy. The firm emphasizes long-term exposure strategies, such as dollar-cost averaging, while helping clients navigate market volatility and avoid common pitfalls like panic selling or overtrading.

Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • One-time setup fee — $99, covering account creation, onboarding, client risk assessment, educational resources, and the initial establishment of your advisory profile.
One-Time Plan:$99
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Location

1 Advisors at this firm

Keystone Bitcoin - Fees, AUM & Advisors | TrueAdvisor