Understanding Crypto Investing Basics: Before seeking an advisor, it's crucial to learn about blockchain technology, cryptocurrency, and decentralized finance.
Determining Your Objectives: Define your objectives to narrow your search for advisors.
Credentials Are Non-Negotiable: Look for advisors with professional certifications indicating expertise in financial planning and the crypto space.
Experience vs. Hype: Evaluate an advisor's experience managing crypto portfolios through both bull and bear markets.
Prioritize Security: Cryptocurrencies pose security risks due to their digital nature.
Clarity in Fee Structures: Understand how a prospective advisor will be compensated, whether through traditional AUM fees, flat or hourly fees, or performance-based incentives.
Holistic Financial View: Look for advisors who integrate crypto into a comprehensive asset management strategy encompassing various investment vehicles.