Managed Is Easier to Recommend Than Self-Directed.
Your clients want crypto exposure. They do not want to manage it themselves. A managed IRA solves both problems at once.
No Crypto Knowledge Required
Your client does not need to learn crypto. Our AI system handles allocation, rebalancing, and risk management around the clock.
Institutional Infrastructure
$200M custody insurance through sFOX. Cold storage. Qualified custodian. The security layer your clients expect.
A Differentiated Offering
Most advisors cannot offer managed crypto IRAs. This gives you an edge with clients seeking digital asset exposure.
Built for the Advisor Workflow.
We give you the tools and support to confidently recommend a managed crypto IRA. No guesswork. No extra burden on your team.
Your Clients Get Institutional Management.
You Get a Differentiated Offering.
We Handle the Execution.
Three parties. Clear roles. No overlap. You maintain the client relationship. We manage the crypto allocation. Everyone stays in their lane.
Referral Fee Details
Referral fees are structured to align with your fiduciary obligations. Compensation details are provided during the partner onboarding process.
Contact our advisor partnerships team for the current fee schedule and terms.
| FEE | AMOUNT |
|---|---|
| Annual Management | 2% |
| Performance Fee | 25% (on profits only) |
| Trading Fee | 0.14% via sFOX |
| Setup / Lock-ups / Hidden Fees | $0 |
| Account Closure | $0 flat fee |
If the client’s account is in profit at closure, the standard 25% performance fee applies to gains above the high-water mark.
Apply to Partner With BlockTrust
Complete the form below. Our advisor partnerships team will respond within two business days.
By submitting this request, you confirm that BlockTrust Inc may send you the free information mentioned above, and that you are expressly authorizing us to contact you at the email address and/or telephone number above using autodialed/auto-selected, AI technology, artificial voice and prerecorded calls or SMS messaging with marketing offers, irrespective of whether such number appears in any state or national Do Not Call registries, in accordance to our terms of use and privacy policy.
A Note on Fiduciary Responsibility
BlockTrust respects the fiduciary relationship between advisor and client. We do not provide financial, tax, or legal advice. Our role is limited to managing the cryptocurrency allocation within the IRA structure.
Advisors should conduct their own due diligence before recommending any investment product. Referral arrangements are disclosed to clients in accordance with applicable regulations. All compensation structures are designed to comply with fiduciary standards.
Cryptocurrency investments are volatile and carry risk, including potential loss of principal. Past performance does not guarantee future results. Advisors should ensure that crypto IRA exposure is suitable for each client's individual circumstances and risk tolerance.
Common Questions
Advisor Questions
The custody insurance policy covers digital assets held in cold storage against theft, damage, or loss of private keys. It provides an institutional-grade security layer for your clients’ retirement assets.
Assets are held by a qualified third-party custodian, not on BlockTrustIRA’s balance sheet. In the unlikely event of business closure, clients maintain full ownership and control of their underlying crypto assets through the custodian.
Yes. Cold storage keeps private keys completely offline, disconnected from the internet. This eliminates the risk of online hacking or remote unauthorized access, which is the primary threat to digital assets.
Multi-signature (multi-sig) requires multiple independent approvals before any transaction can be executed. Think of it like a bank vault that needs two different keys held by two different people to open.
