Three things set Protocol Wealth apart
Our team brings backgrounds from Merrill Lynch, Deloitte, Fidelity, and hedge funds. We've managed portfolios through multiple market cycles.
We understand both traditional markets and emerging technologies—giving you access to the full investment landscape, not just one piece of it.
Whether you're building wealth or generating income, we design portfolios that match your stage of life and financial goals.
A unified strategy built on three distinct pillars.
THE FOUNDATION
Global equities, fixed income, and tax-efficient structures. We build the foundation with diversified, liquid exposure to global markets — focusing on quality compounders and dividend growth strategies designed to help preserve and grow capital over time.
For: All clients
Fee: 0.50% – 2.00% AUM
THE OPPORTUNITY
Targeted exposure to sectors we believe are driving long-term secular change: semiconductors, AI infrastructure, cybersecurity, and energy transition. Includes access to private equity and venture capital for qualified investors.
For: Growth-oriented investors
Fee: Included in AUM or project-based for private deals
THE FRONTIER
Regulated access to digital assets including Bitcoin and Ethereum for investors seeking portfolio diversification and exposure to emerging blockchain technology. Held at qualified custodians with institutional-grade security.
For: Qualified allocators
Fee: 2.00% AUM ($500/mo min) or $500/mo for active onchain
*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.
Historically, significant wealth has been generated by those who invested in infrastructure layers — railroads in the 19th century, the electric grid and telecommunications networks in the 20th.
We believe compute power, energy infrastructure, and blockchain networks may play a similar foundational role in the decades ahead.
Our approach seeks to identify and invest in what we view as the infrastructure layers of the evolving economy — not by predicting which applications will win, but by focusing on the underlying networks and systems they may depend on.
"We don't just look at P/E ratios. We consider how structural shifts create both risk and opportunity — and position portfolios accordingly."
*This reflects our current investment thesis and is subject to change. Past performance is not indicative of future results.
The gap between accounting value and real-world utility widens as technology accelerates.
*Hypothetical illustration for educational purposes only. Does not represent actual investment performance or guarantee future results.
Technology cycles are compressing, creating both risk and opportunity
Of S&P 500 market value is now in intangibles*
*Multiple studies confirm this structural shift:
Ocean Tomo (2020): Intangibles rose from 17% (1975) to 68% (1995) to 90% (2020) of S&P 500 value
Brand Finance GIFT™ (2024): Global intangible value reached $79.4 trillion, up 28% YoY
Brand Finance GIFT™ (2025): Record $97.6 trillion globally; U.S. market at 78% intangibility
Clear, competitive fees aligned with fiduciary standards.
Discretionary portfolio management with ongoing monitoring and rebalancing.
AUM, billed monthly in arrears
Stocks, bonds, ETFs via Schwab, Altruist, Interactive Brokers
$500/month minimum
Qualified custody via Anchorage Digital Bank, BitGo Trust Company
Monthly in arrears
DeFi, staking, yield via Fordefi MPC wallet
Non-discretionary advice and strategy. You retain custody and decision authority.
$1,000 – $3,000/month typical
Ongoing advisory, planning, portfolio reviews
Up to $100,000 based on complexity
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 Form ADV Part 2A.
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.
Engagement: Monthly Retainer or Project
Fee: Commencing at $1,000/month
Founders and early team members with concentrated token holdings. We help you diversify into traditional assets while managing tax and liquidity constraints.
Engagement: Investment Management (AUM) or Retainer
Fee: 0.50% – 2.00% AUM or from $1,000/month
Business owners and families with complex asset structures spanning traditional investments, digital assets, and real property.
Engagement: Monthly Retainer or Project
Fee: Scoped to complexity
Accredited investors seeking fiduciary-grade access to digital assets with proper custody, reporting, and risk management.
Engagement: Investment Management (AUM)
Fee: 2.00% AUM ($500/month minimum)
These profiles are illustrative. Individual circumstances vary. Past performance does not guarantee future results.
Protocol Wealth is built for clients who value efficiency, innovation, and a collaborative advisory relationship. Our technology-forward model works best for those who:
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.
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
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.
Fractional Chief Digital Investment Officer
Managing Partners — SEC-Registered Fiduciary Advisors
Team of Teams Coverage: Every client relationship is covered by at least two advisors. We utilize Hadrius for compliance archiving and Wealthbox for CRM to ensure continuity.
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