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For Financial Advisors

Partner With BlockTrust

Give your clients access to AI-managed crypto exposure inside a tax-advantaged IRA. We handle the complexity. You strengthen the relationship.

Why Advisors Partner With Us

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

Basic personal information and your existing retirement account details. We'll tell you exactly what's needed during your consultation.

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.

What We Provide

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.

1
Co-Branded Materials
Client-facing brochures and presentations with your firm's branding. Professional, compliant, ready to deploy.
2
Advisor-Specific Reporting
Quarterly reports for each client account. Performance data, allocation details, and trade history in plain language.
3
Dedicated Support
A named contact on our team for your firm. Direct line. Priority response. No call centers or ticket queues.
4
Onboarding Assistance
We guide your clients through account setup and funding. The process takes days, not weeks.
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The Partnership Model

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.

Fee Structure

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 / Closure $0
Get Started

Apply to Partner With BlockTrust

Complete the form below. Our advisor partnerships team will respond within two business days.

    Compliance

    A Note on Fiduciary Responsibility

    BlockTrustIRA 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

    Frequently Asked 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.