Our Basic Plan requires a minimum investment of $50, making it accessible to investors at the beginning of their wealth-building journey. The Professional Plan starts at $5,000 and our Enterprise Plan requires $50,000+. We believe in removing barriers to quality investment management.

Withdrawals are processed within 2–5 business days for liquid portfolios. Partial withdrawals of up to 25% of your portfolio value can be made at any time without penalty. For full redemptions, we recommend providing 10 business days' notice to ensure optimal liquidation pricing and minimize market impact.

No investment returns can be legally guaranteed, and any firm claiming otherwise should be treated with extreme caution. The return ranges stated on our plans reflect historical performance targets based on our investment strategies. Past performance is not a guarantee of future results, and all investing involves risk including potential loss of principal.

Your assets are held in segregated custodial accounts with SIPC protection up to $500,000. We use bank-grade 256-bit AES encryption, multi-factor authentication, and continuous security monitoring. Client data is never sold to third parties and we maintain full GDPR and CCPA compliance. Our cybersecurity infrastructure undergoes independent quarterly audits.

We charge a transparent annual management fee ranging from 0.65% to 1.25% of AUM depending on your plan and portfolio size. There are no hidden fees, no trading commissions on our managed accounts, and no performance fees on Starter plans. Elite Plan clients have a 10% performance fee above the agreed benchmark, applied only on gains.

Account opening takes approximately 15 minutes. Click "Get Started", complete our digital onboarding form, verify your identity (KYC/AML), fund your account via bank transfer or wire, and your portfolio is typically live within one business day. For Elite Plan clients, we also offer white-glove onboarding with a dedicated relationship manager.

Yes, you can upgrade your plan at any time once your balance meets the new plan's minimum threshold. Upgrades take effect within 2 business days. Downgrades are available but we encourage speaking with your advisor first to ensure the change aligns with your long-term financial objectives.

Yes. We offer Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Solo 401(k) account management. We also accept rollovers from employer-sponsored plans. Our tax team works to ensure your portfolio structure maximizes tax efficiency within the applicable IRS limits and regulations.

Your assets are held in your name at our independent custodian, a Tier 1 global bank not on our balance sheet. This means that in the unlikely event Bitisie ceased operations, your assets would remain legally yours and fully accessible. You would simply transfer management to another advisor. This structural protection is fundamental to our fiduciary commitment.