Invest Bitcoin and Digital Assets in your brokerage or retirement accounts
Wendy O welcomes you to DAiM
DAiM, is the first-of-its-kind licensed Registered Investment Advisor for Bitcoin and Digital Assets. We offer the lowest and most compliant brokerage and retirement solutions available to invest in Bitcoin and Digital Assets.
Bitcoin Advisory and Wealth Management
Disclosure: Wendy O 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
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rollover or transfer any IRA or old employer 401k (without penalties)
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start a new account by contributing new funds
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invest for retirement tax-free/tax-deferred
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earn up to 6% interest yield on Bitcoin
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enjoy tax -free trading with our institutional rates
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get access to our model portfolio, investment recommendations, and research
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admin, compliance, and IRS filings included
New Money℠ Managed IRA
One time Set up fee: FREE
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2.5% mgmt fee/yr, paid quarterly (no fees for New Money Interest IRA)
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0.40%/yr Cold Storage custody
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0.25% trading/transaction fees
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Bitcoin yield and income accounts (earn up to 6%)
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24/7 full-service advisory & support
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Technical Analysis upon request
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Model portfolio recommendations
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Full IRA admin and compliance, IRA 5498 filing
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No minimum investment
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Roth IRA back door conversions
IRA admin from:
$10/mth
New Money℠ Self-Direct IRA
One time Set up fee: 2.5% assets + $50
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2.5% one time upfront set up fee
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0.40%/yr Cold Storage custody
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1.0% trading/transaction fees
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Full IRA admin and compliance, IRA 5498 filing
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No minimum investment
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Roth IRA back door conversions
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Basic support
IRA admin from:
$10/mth
Sovereign Individual LLC IRA
One time set up fee: Coming Soon
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Create legal structure for IRA LLC to hold Bitcoin & Digital Asset
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Set up of Casa Multi-Sig non-custodial wallet
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purchase of Bitcoin and secure transfer to Casa Wallet
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filing of state articles
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filing of tax identification number with the IRS
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limited consulting
Coming Soon:
Waitlist
Simple account set up
We take care of everything to open your account. Creation of legal docs, compliance and transfer of funds.
No fee trading
You get the benefit of inside market liquidity and we don't charge you extra fees to transact.
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.