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What is Choice?

Numerous financial advisors assert that the most effective way to engage with digital assets while ensuring client oversight is by utilizing separately managed accounts or by investing in over-the-counter funds and indices. These professionals have the ability to directly handle bitcoin and other digital assets for their clients, guaranteeing that these investments are kept within their advisory framework and safeguarded by Fidelity Digital Assetsâ„ . Whether you prefer executing trades in bulk or on an individual basis, we provide an array of tools tailored to meet your requirements. Together with Fidelity Digital Assetsâ„  and Komainu, we emphasize the importance of securing your digital assets. Our platform is designed to effortlessly mirror your current advisory fee structure and billing processes. With the Choice solution, you can carry out transactions via Interactive Brokers or Kraken using a single investment or retirement account, all of which is held in qualified custody. Moreover, if your clients have holdings in REITs, physical gold, real estate, or other alternative investments, we are fully prepared to manage those as well. This all-encompassing account allows for the buying and selling of digital assets, stocks, ETFs, and more from one unified location. Additionally, there are no additional fees if you decide to grant your client access to their own login. Ultimately, our goal is to streamline your investment management experience while providing extensive support for your digital asset trading endeavors. We understand that navigating the complexities of digital assets can be daunting, so we aim to provide clarity and assistance every step of the way.

What is Bitcoin Advizers?

At Bitcoin Advizers, we prioritize understanding your unique needs and providing the best possible advice for your digital currency investments. Initially, we strive to gain insights into your investment preferences and financial situation. After this assessment, our Chief Investment Officer will utilize their extensive knowledge to provide your Bitcoin Adviser with a tailored approach, including informed perspectives, strategies that resonate with your goals, and a plan that you feel comfortable with. We are dedicated to helping you stay on track with your investment objectives since navigating the world of cryptocurrency is an ongoing endeavor. Regular meetings with your Bitcoin Advisers will ensure open communication, and you will also participate in thorough annual reviews to discuss your progress. Revisiting your aspirations regularly is crucial, as it allows for necessary adjustments to keep you aligned with your ambitions. Ultimately, our mission is to empower you, making sure you feel secure and well-informed as you navigate your investment journey. This supportive framework aims to foster a lasting relationship built on trust and transparency.

Media

Media

Integrations Supported

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations Supported

Bitcoin
Ethereum

API Availability

API Availability

Pricing Information

1% digital trade fee

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Company Facts

Organization Name

Bitcoin Advizers

Date Founded

2018

Company Location

United States

Company Website

bitcoinadvizers.com

Categories and Features

Categories and Features

Crypto IRAs

Not specified

Popular Alternatives

Popular Alternatives