Flat fees that don't grow with your bitcoin.
Most advisors take a percentage of what you hold, so their fee climbs every time bitcoin does. Our planning fee doesn't. You pay a flat monthly fee set by the complexity of your situation, not the size of your balance, and investment guidance is included at every tier. If you would rather we manage a portfolio for you, discretionary management and separately managed accounts are offered as a separate service billed at 1% of the assets we manage. Both are described in full below.
Which engagement fits your situation?
Select the boxes that match your financial situation to see which package we recommend. This is an estimate. Your actual fee is set in conversation, once we understand the work.
What's your net worth, roughly?
I hold my own bitcoin keys.
I own a business or rental property.
I have multiple entities or family trusts.
I'm selling a business or expecting a major liquidity event.
I'd like to bring adult children into the plan.
Engagements scaled by complexity.
One ongoing relationship, billed monthly and priced by how much your situation asks of us. Each tier includes everything below it, so you move up only when your life does.
Build, Optimize, and Protect are billed month to month. No lock-in, and you can end the engagement with thirty days' written notice. Legacy, below, is an annual engagement by application.
For the foundation.
- Three planning meetings a year
- Cash flow and retirement planning
- Investment guidance and rebalancing
- Estate review, under the federal exemption
- Tax preparation included (1040)
- Digital privacy and security support
- Planning software and a secure document vault
For the holder.
- Everything in Build, plus a fourth quarterly meeting
- Bitcoin custody reviewed at every meeting
- Annual inheritance planning review
- Full security and bitcoin support partnership
- Tax prep with standard schedules and bitcoin basis reconciliation
- Coordination with your attorney, CPA, and other advisors
For the family.
- Everything in Optimize
- Active estate and inheritance work above the federal exemption
- Trust structures, gifting strategy, and ongoing monitoring
- Multi-entity and alternative-asset coordination
- Real estate portfolio integration
- Planning for adult children at a reduced rate
Legacy, for families and family offices
Our most senior planning engagement. Everything in Protect, held at family-office depth: generational transfer handled end to end, custody and privacy designed around the whole household, and direct access when it matters.
- Direct access, virtual and on-site
- Generational transfer, handled end to end
- Integration with your counsel, CPA, and CIO
- Custom multi-signature custody and entity privacy
Bolt on a bitcoin expert
Not a planning tier. This is the specialist your company does not have in-house, attached to the team you already have: treasury architecture, custody at the executive level, and counsel your board can act on.
- Corporate bitcoin treasury architecture
- Custody and security at the executive level
- Board-ready consultation and policy
- Coordination with corporate counsel and audit
Three more ways to work with us.
None of these are bundled into the tiers, and not everyone needs them. Each is priced for what it is: an asset-based service you can run on its own or layer on, project work quoted to scope, and an extension of the family plan.
Discretionary management
For when you would rather we run the portfolio than advise on it. Managed strategies and separately managed accounts, bitcoin-native ones included, with execution and rebalancing handled for you. An asset-based fee, charged only on what we directly manage. At sufficient balances it can offset your planning fee, in part or in full.
Custom project work
For a defined piece of work rather than an ongoing relationship: estate documents built from nothing, a custody structure rebuilt, a basis reconciliation cleaned up before filing. Tell us what needs solving and we scope it, quote a fixed fee in writing, and agree the deliverables before anything begins.
Family planning extension
An extension of your plan to your adult children, at half the standalone rate. Two meetings a year per child, their tax preparation, custody education, and continuity with the family strategy, so the work you have done holds across generations rather than stopping with you.
A few questions you might be holding.
Why a flat fee instead of a percentage of assets?
Because your fee should track the work, not your net worth. On a percentage model, the fee compounds as bitcoin appreciates, even when the work has not changed. A flat fee holds steady, so the longer you hold and the more bitcoin grows, the more the relationship gives back relative to what it costs.
What if my situation is simpler than Build?
Then we are probably not your firm for an ongoing relationship, and we will say so. Our minimums reflect a specialist focus. Project work is often the better fit: a defined piece of work, quoted to scope, without the ongoing fee. And if a generalist would serve you better, we are glad to point you to one.
What security and bitcoin support is included?
Every tier includes the security side of holding bitcoin: privacy hygiene, device and account hardening, and multi-signature custody design, delivered with a specialist security partner. It is integrated into the plan rather than sold beside it, so custody decisions and inheritance recovery are reviewed on the same cadence as everything else. Self-custody is what sets bitcoin apart, and getting it wrong is the largest risk to everything else you are building. A plan is only as sound as the keys behind it.
What if I'm moving from another firm?
Bring your current engagement letter. We will set your existing fee and scope next to ours, in writing, so you can see exactly what changes and what it costs. No pressure to move.
How long am I committed for?
Build, Optimize, and Protect are billed monthly and end whenever you give thirty days' written notice. There is no exit fee, and the annual figures shown for those tiers are simply twelve months of the monthly fee, quoted so you can see the full-year cost. Legacy is the exception: it is an annual engagement, accepted by application, and reviewed together each year.
Does the fee move with bitcoin's price?
No. It changes only if the complexity or scope of the work changes, and never without notice and a new engagement letter you sign first. The aim is steady: the value you receive should always outrun the fee you pay.
How does tax preparation work?
It is included in every tier and handled by our partner CPA, with each tier covering a typical return for that level of complexity. Prefer to keep your own CPA? The fee does not change. Projections, cost basis tracking, and bitcoin-specific tax planning still sit with us, and we coordinate so nothing slips between the two.
Can you just do my taxes?
No. Preparation is part of the planning relationship, not a standalone product. If a one-off return is all you need, we will refer you to someone good.
Want a number built around your situation?
A short conversation is usually enough to place you. Bring what you are holding and what you are trying to protect, and you will leave with a fee, a scope, and a clear view of what the first year looks like.