Invest Bitcoin and Digital Assets in your tax-advantaged retirement accounts

Angelo Robles  welcomes you to DAiM

Angelo Robles of the Family Office Association welcomes you to DAiM to invest Bitcoin and Digital Assets in tax-advantaged retirement accounts. Utilize the power of your IRA's, 401k's, SEP's, Trusts and other qualified vehicles to invest in Bitcoin tax-efficiently.

Bitcoin Advisory and Wealth Management

DAiM(Digital Asset Investment Management) is the first licensed and regulated Registered Investment Advisor for Bitcoin and Digital Assets. DAiM has been operating compliantly since June 2018
Disclosure: Angelo Robles is a client of Digital Asset Investment Management and a member of its Partners Program, allowing her to earn compensation for solicitation and referrals of new clients. You can learn more about our Partners Program through our form ADV .

Use our New Money IRA to invest Bitcoin and Digital Assets in your 401k and/or IRA

  • rollover or transfer any IRA, Trust, or old employer 401k plan (without penalties)

  • utilize back door Roth Conversions to own Bitcoin tax-free

  • invest for retirement tax-free/tax-deferred

  • earn up to 6% interest yield on Bitcoin and up to 9% on cash

  • enjoy tax-free trading with our institutional rates of 0.25%

  • get access to our model portfolio, investment recommendations, and research

  • customizable Separately Managed Accounts w/ 24/7 Advisor access 

  • admin, compliance, and IRS filings included

 

New Money Managed IRA

Set up fee: FREE

  • 2.5% mgmt fee/yr, paid quarterly  (no fees for New Money Interest IRA) 

  • 0.40%/yr Cold Storage custody 

  • 0.25% trading/transaction fees

  • Bitcoin yield and income accounts (earn up to 6%)

  • 24/7 full-service advisory & support

  • Technical Analysis upon request

  • Model portfolio recommendations

  • Full IRA admin and compliance, IRS 5498 filings, as low as $9/mth

  • No minimum investment

  • Roth IRA back door conversions

New Money Self-Direct IRA

Set up fee: 2.5% assets

  • 2.5% one time upfront set up fee

  • 0.40%/yr Cold Storage custody 

  • 0.25% initial trading fee, 1% after

  • Full IRA admin and compliance, IRS 5498 filings, as low as $9/mth

  • No minimum investment

  • Roth IRA back door conversions

  • Basic support

Sovereign Individual LLC IRA

One time set up fee: Coming Soon

  • Create legal structure for IRA LLC to hold Bitcoin & Digital Asset

  • Set up of Casa Multi-Sig non-custodial wallet

  • purchase of Bitcoin and secure transfer to Casa Wallet

  • filing of state articles

  • filing of tax identification number with the IRS

  • limited consulting

Simple account set up

We take care of everything to open your account. Creation of legal docs, compliance and transfer of funds.

.25% - .35% trading fees

Transact using our institutional maker/taker trading fees (we don't charge you to buy/sell assets)

Investment Advisory

Digital assets are complicated. We'll protect you and advise you so you can make the most of your investment.

Institutional grade custody

We safeguard your assets by partnering with the most respected Institutional custody providers on the planet.

© 2020 by Digital Asset Investment Management

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120 Newport Center Dr

Newport Beach, CA 92660