Fiduciary Advisory Services for Traditional and Digital Assets
We help founders, families, and companies make clear financial decisions across portfolios, treasury, and digital assets.
Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Advisory services are provided only under a signed advisory agreement. See Disclosures, Form ADV, and Form CRS.
Choose Your Starting Point
Start with the track that matches your situation. We tailor scope and engagement model after the first call.
See Where You Stand
Take a 5-minute self-assessment and get a personalized report with actionable recommendations.
Why Clients Choose Protocol Wealth
Clear guidance, modern infrastructure, and a practical process.
We are an SEC-registered investment adviser. Advice is built around your objectives and risk profile, with full fee and conflict disclosures. Fiduciary obligations apply to advisory clients under signed agreements.
We coordinate traditional and digital holdings so planning is done from one complete picture, not fragmented accounts.
We use a documented framework, ongoing monitoring, and risk controls rather than short-term market narratives.
Investment Capabilities
A practical structure: core portfolio, strategic tilts, and optional digital assets.
THE FOUNDATION
Diversified equities, fixed income, and tax-aware implementation built for long-term compounding and liquidity.
For: All clients
Fee: 0.50% – 2.00% AUM
THE OPPORTUNITY
Targeted exposure to major structural themes such as semiconductors, AI infrastructure, energy, and cybersecurity, plus private-market access for qualified investors.
For: Growth-oriented investors
Fee: Included in AUM or project-based for private deals
THE FRONTIER
Optional digital asset allocation with qualified custody, documented controls, and reporting designed for fiduciary advisory oversight.
For: Qualified allocators
Fee: Active 1.00% – 2.00% AUM | Custody 0.50% AUM
Typical starting point: $500/month
*All investments involve risk, including the potential loss of principal. Private equity, venture capital, and digital assets involve substantial risk and are suitable only for investors who can bear the loss of their entire investment.
How We Build Portfolios
We focus first on durable assets and systems that tend to remain important across market cycles.
Then we add selective exposure to higher-growth areas when risk, liquidity, and client objectives support it.
Position sizes reflect uncertainty: core holdings are sized larger, opportunistic holdings are sized smaller.
Our framework helps clients understand what they own, why they own it, and what could change that view.
*This reflects our current investment thesis and is subject to change. Past performance is not indicative of future results.
Portfolio weights are illustrative and vary by mandate, risk profile, and market conditions.
*Hypothetical illustration for educational purposes only. Does not represent actual investment performance or guarantee future results.
Start with objectives, liquidity needs, and downside limits
Reassess risk and rebalance as conditions change
Transparent Pricing
Clear, competitive fees aligned with fiduciary standards for signed advisory engagements.
Investment Management
Discretionary portfolio management with ongoing monitoring and rebalancing.
AUM, billed monthly in arrears
Stocks, bonds, ETFs via Schwab, Altruist, Interactive Brokers
Typical starting point: $500/month
Custody via Anchorage Digital Bank
Monthly in arrears
DeFi, staking, and income-focused positioning via Fordefi MPC wallet
Advisory & Consulting
Non-discretionary advice and strategy. You retain custody and decision authority.
Typically $1,000 – $3,000/month
Ongoing advisory, planning, portfolio reviews
Milestone-based or upon completion
Treasury policy, custody architecture, token planning
Fees based on relationship scope and complexity. Full fee schedules, billing practices, and potential conflicts of interest disclosed in our ADV Part 2A.
Regulatory filing links current as of March 19, 2026.
These are general examples, not hard account minimums. Final scope and fees are set in your advisory agreement and Form ADV.
Who We Serve
Specialized expertise for clients navigating both traditional and digital markets.
Companies holding Bitcoin, Ethereum, or stablecoins on their balance sheet. We provide the governance infrastructure your board and auditors require.
- Investment policy development
- Custody architecture and vendor selection
- GAAP-compliant reporting support
Engagement: Monthly Retainer or Project
Fee: Typically $1,000 – $3,000/month
Founders and early team members with concentrated token holdings. We help you diversify into traditional assets while managing tax and liquidity constraints.
- Tax-efficient liquidation strategies
- Lock-up and vesting schedule management
- Estate planning for digital assets
Engagement: Investment Management (AUM) or Retainer
Fee: 0.50% – 2.00% AUM or retainer
Business owners and families with complex asset structures spanning traditional investments, digital assets, and real property.
- Strategic asset allocation across all holdings
- Digital estate architecture and key succession
- Next-generation education and governance
Engagement: Monthly Retainer or Project
Fee: Scoped to complexity
Accredited investors seeking fiduciary advisory guidance for digital assets with clear custody, reporting, and risk controls under signed advisory engagements.
- Diversified digital asset portfolio construction
- Qualified custody with third-party custodians
- Staking and income-focused strategy implementation
Engagement: Investment Management (AUM)
Fee: See Pricing and Form ADV for full fee schedules and current starting points.
These profiles are illustrative. Individual circumstances vary. Past performance does not guarantee future results.
We Work Best With Clients Who...
Value a modern advisory relationship with clear communication, structured planning, and accountability.
We may not be the right fit if you prefer paper statements, require frequent in-person meetings, or are looking for an advisor who hosts client appreciation events. We focus our resources on research, technology, and direct client service.
We typically work with clients who meet the SEC's accredited investor criteria, though this is not a strict requirement for all services. Contact us to discuss your situation.
Estate Planning for the Digital Era
Protecting wealth that exists both in the physical and digital worlds
Wills, trusts, insurance, and tax strategies
Digital wallets, online accounts, intellectual property, and tokenized assets
Corporate Digital Treasury
Your CFO knows how to manage cash. But digital assets require a different operating system. Protocol Wealth acts as your specialized advisor, bridging traditional treasury and the onchain economy.
- Investment Policy Statement for digital assets
- GAAP-ready reporting & audit support
- Custody vendor selection & governance design
Fractional Chief Digital Investment Officer
Leadership Team
Managing Partners — SEC-Registered Investment Adviser Leadership
Team of Teams Coverage: Every client relationship is covered by at least two advisors. We utilize Hadrius AI for compliance review support and Wealthbox for CRM to ensure continuity.
Institutional Infrastructure
Your assets are held at established, regulated custodians—never with Protocol Wealth directly.
SIPC-insured brokerage accounts
Qualified digital asset custodians
Enterprise-grade infrastructure for operations and compliance
Ready to Get Started?
Schedule a consultation to discuss your objectives, constraints, and the right engagement model.