Frequently Asked Questions

Answers to Common Questions

Everything you need to know about working with Protocol Wealth, our services, and our approach to wealth management.

Trust & Credentials

Investment Philosophy

Digital Assets

Digital Asset Governance

Process & Fees

Business & Corporate

Security & Compliance

Getting Started

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Disclosure: This FAQ is for informational purposes only and does not constitute investment advice. All investing involves risk, including the potential loss of principal. Digital assets are highly speculative and volatile. Past performance does not guarantee future results. Protocol Wealth, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.

Last updated: March 2026

Answers to Common Questions

Trust & Credentials

What does 'fiduciary' mean?

How is Protocol Wealth different from a broker or bank advisor?

What is Form ADV and where can I read it?

What is Form CRS?

What credentials do your advisors hold?

Investment Philosophy

What is your investment approach?

What is the Entropic Macro Framework?

How do you think about technology obsolescence?

What's your view on traditional vs. digital assets?

Digital Assets

Is crypto too risky for my portfolio?

How do you custody digital assets?

What's DeFi and is it appropriate for me?

Do I need to understand blockchain to work with you?

Can you help if I already own crypto?

Digital Asset Governance

How do you prevent unauthorized movement of my digital assets?

What happens if something happens to my advisor?

How do you handle trade execution for digital assets?

How do you value my digital asset portfolio?

What custodians do you work with?

Process & Fees

What's your minimum investment?

How do your fees work?

What happens in the first 90 days?

Do you require a long-term contract?

How often will we communicate?

Business & Corporate

How do you help with corporate treasury?

What's an Investment Policy Statement for digital assets?

Do you support GAAP reporting and audits?

Can you help with crypto compensation or token treasury management?

Security & Compliance

How are my assets protected?

What happens if Protocol Wealth closes?

Are you SEC registered?

How do you handle conflicts of interest?

Is my personal information secure?

Getting Started

How do I know if we're a good fit?

What should I prepare for our first call?

How do I get started?

Still have questions?