Traditional Digital

Fee-Only (% of Portfolio)

Traditional Digital provides investment advice and portfolio management, primarily focused on digital assets. It manages investments for privately offered pooled investment vehicles (Funds), provides non-discretionary advice to other pooled investment vehicles (Subadvised Funds), and offers discretionary and non-discretionary services to sophisticated investors (Managed Accounts). Clients are typically institutional investors, high-net worth individuals, and other entities.

Assets Under Management$110M
Clients4
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Traditional Digital charges a management fee for managing investments.

For Managed Accounts, this fee can range from 0% to 2% per year, depending on the client agreement. The fees are negotiable and may vary among clients.

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Traditional Digital | TrueAdvisor