Bitcoin, consulting services
What is Self-Custody?
What would Bitcoin Inheritance Planning Look Like?
What would Bitcoin Inheritance Planning Look Like?
Learn how to securely store Bitcoin using hardware wallets (e.g., Ledger) or multi-sig setups, emphasizing private key management.
With hacks and exchange failures (e.g., FTX fallout), self-custody is a growing priority for Bitcoin holders.
What would Bitcoin Inheritance Planning Look Like?
What would Bitcoin Inheritance Planning Look Like?
What would Bitcoin Inheritance Planning Look Like?
Design strategies to pass Bitcoin to heirs, including wallet access instructions, legal documentation, and tax considerations.
Bitcoin’s decentralized nature complicates estate planning—clients need help ensuring generational transfer.
Bitcoin Investment Strategies
What would Bitcoin Inheritance Planning Look Like?
Tax Optimization for Bitcoin Transactions
Craft personalized Bitcoin investment plans, focusing on long-term holding (HODLing), dollar-cost averaging, or portfolio allocation alongside traditional assets.
For clients who seek data-driven guidance to integrate Bitcoin into their wealth strategy without overexposure to its volatility.
Tax Optimization for Bitcoin Transactions
Tax Optimization for Bitcoin Transactions
Tax Optimization for Bitcoin Transactions
Learn and take action on tax implications of buying, selling, transacting or holding Bitcoin, including capital gains and IRS reporting.
Bitcoin’s tax landscape is murky—clients need clarity to stay compliant without overpaying.
Simply Bitcoin (Weekly Class)
Tax Optimization for Bitcoin Transactions
Simply Bitcoin (Weekly Class)
Join our 5-person class event to learn the mental mapping of Bitcoin and how it's grown and will continue to be adopted throughout time; stay ahead of the trend.
We're still early.
Businesses For Bitcoin
Tax Optimization for Bitcoin Transactions
Simply Bitcoin (Weekly Class)
Helping businesses accept Bitcoin payments and manage treasury reserves in BTC to hedge against inflation.
Companies (e.g., MicroStrategy, Metaplanet) increasingly adopt Bitcoin—small firms need practical steps.
Our Bitcoin Vision
Master Your Bitcoin Wealth with Elite Custody. Store Your Seed Phrase Responsibly.
Ego Death Financial equips high-net-worth individuals with 1 Bitcoin or more to secure their digital assets through multi-signature custody provided by industry leaders who meet our vetting requirements, River Financial and Onramp Bitcoin with more to come. We go beyond basic storage: unlike working directly with custodians or exchanges, we deliver expert strategy and hands-on management tailored to your goals—think tax efficiency, estate integration, and portfolio precision—all in one place.
Perfect for those dodging exchange failures, lost keys, or self-custody headaches, our partners’ multi-sig tech locks down your Bitcoin with multiple approvals per transaction, thwarting hacks or human error. What sets us apart? We’re your sharp-eyed adviser, not just a middleman—streamlining custody, optimizing your wealth, and saving you time.
Our Bitcoin-pro advisers harness River and Onramp’s tools under our command. Partner fees may apply, a small price for this level of control and care.
Bitcoin Exposure. Sell the past, save your future.
Ego Death Financial unlocks Bitcoin’s wealth-building power for high-net-worth clients, fusing its volatility with traditional market strategies to outstrip standard returns and optimize taxes. Our hands-on expertise sets us apart—delivering tailored plans no platform can rival.
- Growth Focused: Tap Bitcoin’s triple-digit CAGR potential through ETFs, high yielding-focused funds, and stocks of companies holding Bitcoin on their balance sheets—all sharpened by our insight.
- Risk Managed: Balance high performance with stability and diversification via listed Bitcoin ETFs and digital asset-related equities, rooted in traditional markets.
- Income Driven: For larger portfolios or cautious investors, we shape steady cash-flow strategies via bond and Bitcoin backed dividend equities, smoothing volatility into gains.
- Leverage Savvy: Risk tolerant investors can collateralize Bitcoin for bold reinvestment—we vet providers and guide your high-risk moves with precision. (Leverage risks liquidation; we advise, not lend.)
Our distinction? We don’t just suggest options—we design your Bitcoin strategy; weaving Bitcoins edge into legacy finance with relentless oversight to keep you winning.
Build a Bitcoin Future for Your Legacy to Enjoy.
At Ego Death Financial, we’ve embraced financial ego death—seeing Bitcoin as more than an asset, but a timeless inheritance rivaling prime Manhattan real estate. Whether you hold a fraction or a fortune, we help you pass your Bitcoin to your children and grandchildren, securing a future where its value could redefine wealth.
We design plans to fit your life—safeguarding your Bitcoin, easing tax hassles, and teaching your heirs to grow it, not spend it. With our trusted custodial partner, we make it simple and secure, pairing Bitcoin’s promise with practical estate know-how. Talk to us—let’s immortalize your legacy, no matter your stack.
Memes do not constitute as financial advice.
Disclosures – Ego Death Financial LLCRIA Status
Ego Death Financial LLC is a solo Registered Investment Adviser (RIA) with the New Mexico Securities Division (CRD# 335569) under NMSA 58-13C. Registration does not imply skill or endorsement.
Services
We offer financial planning, investment management, and Bitcoin-only (BTC) consultation:
- Management/Advise/Consulting: Traditional assets (stocks, bonds, funds, ETFs, alternatives) and Bitcoin.
- Education: Bitcoin’s role; risks and features.
- Planning: Insurance analysis and sales (disability, life, long-term care, annuities; NPN# 19763693) and legacy strategies.
We act discretionarily or non-discretionarily per your agreement, managing traditional assets quarterly or during trends. No lending services: we recommend custodians.
Custody
We don’t custody assets. Clients use River Financial, Onramp Bitcoin, Altruist, or Charles Schwab. Fees
- AUM: 0.25%–1.25% annually, billed quarterly.
- Hourly: $120-$180
- Retainer: $2,160 - $$3,600 for access of advice for 4, 8, 12, 18 - months negotiated per your needs.
- Alternative Investments: Extra fees may apply based on time, disclosed upfront.
Fees may change with 30 days’ notice. See Form ADV Part 2A at adviserinfo.sec.gov.
Cancellation
Terminate with written notice with 30 days written notice; $50 fee applies. Unearned prepaid fees refunded pro-Rata.
Referrals
Referral links to River Financial, Onramp Bitcoin, Ledger, Crypto.com, and Gemini offer $50–$100 bonuses to Ego Death Financial and you—a conflict of interest to consider.
Discretionary Authority
We may trade traditional assets in discretionary accounts without consent, based on quarterly reviews or trends. Bitcoin trades require your explicit direction. Conflicts
- Bitcoin focus may limit diversification.
- Referral bonuses may bias recommendations.
- Discretionary trades exclude Bitcoin unless directed.
- AUM fees may favor larger portfolios.
- We may advise on alternative investments we participate in, a potential conflict disclosed upfront.
- Insurance commissions may incentivize recommendations; disclosed upfront.
Risks
Bitcoin: volatility, legal/tax uncertainty (consult professionals), cyber risks, no FDIC/SIPC. Traditional assets: market, liquidity risks. Past performance isn’t predictive. Oversight
New Mexico Securities Division (505-476-4580). Verify us at adviserinfo.sec.gov. $10,000 net worth maintained (NMAC 12.11.5.23(C)).Disciplinary
No legal or disciplinary actions as of February 27, 2025.Limits
No tax, legal, or accounting advice. No guarantees of investment results. We’re not liable for client omissions affecting advice.
Client Duty
Provide accurate info; omissions are your responsibility.
Contact
Alexander Roberts
alexander.roberts@egodeathfinancial.com
+1(505) 456-0390 Updated: February 27, 2025
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