Pricing and disclosures

Transparent costs before committed capital

Investment plans show estimated ranges only. Platform fees, custody costs, network fees, and tax treatment should be disclosed per jurisdiction.

Starter

Moderate

Estimated 15%

USDC, USDT, BTC hedged allocation

Range
$100 - $5,000
Duration
30 days
Review
Standard

Growth

Balanced

Estimated 25%

BTC, ETH, SOL, stablecoin treasury

Range
$5,001 - $50,000
Duration
90 days
Review
Enhanced

Premium

Elevated

Estimated 50%

Multi-chain active allocation

Range
$50,001 - $250,000
Duration
180 days
Review
Manual

Institutional

Custom

Mandate-based estimate

Policy-governed custom strategy

Range
$250,001 - $1,000,000
Duration
Custom
Review
Committee

Platform fees

Disclose subscription, management, or performance fees before accepting funds.

Network costs

Surface chain fees, settlement timing, and confirmation requirements per asset.

Tax treatment

Provide jurisdiction-specific reporting language through qualified advisors.

Custody terms

Explain provider responsibilities, wallet controls, insurance limits, and recovery processes.