Bitcoin Investment Advisor | IRA 401k DAiM

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

rollover or transfer any IRA or old employer 401k (without penalties)
start a new account by contributing new funds
invest for retirement tax-free/tax-deferred
earn up to 6% interest yield on Bitcoin
enjoy tax -free trading with our institutional rates
get access to our model portfolio, investment recommendations, and research
admin, compliance, and IRS filings included

New Money℠ Managed IRA

One time 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, IRA 5498 filing
No minimum investment
Roth IRA back door conversions

IRA admin from:

$10/mth

Get Started

New Money℠ Self-Direct IRA

One time Set up fee: 2.5% assets + $50

2.5% one time upfront set up fee
0.40%/yr Cold Storage custody
1.0% trading/transaction fees
Full IRA admin and compliance, IRA 5498 filing
No minimum investment
Roth IRA back door conversions
Basic support

IRA admin from:

$10/mth

Get Started

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

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.

Get Started