Stewardship Partnerships

Flat-Rate Packages.
No AUM Fees. Ever.

You pay for wisdom, not a percentage of your wealth. Every package is a one-time or annual flat fee — not a system designed to grow alongside your balance.

“Well done, good and faithful servant — you have been faithful over a little, I will set you over much.”

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$0Ongoing AUM Fees
$37k+Professional Fees Replaced
11.5%STRC Distribution
3 GenHeritage Horizon
Roots Partnerships

Build the Foundation First

One-time partnerships to get your entire sovereignty infrastructure built, tested, and running. Pay once — then your wealth compounds for your family, not for an advisor.

One-Time Setup
Heritage Partnership

Heritage Package

$8,900 one-time Pay in Bitcoin → $8,277 (7% discount) or 50% now · 50% at session 3 · 3-month installments
  • 5 comprehensive sessions — strategy built together from the ground up
  • Hardware wallet + engraved seed plate included in price
  • Full STRC + Bitcoin sweep automation configured
  • River Financial or Strike account setup & tested
  • Complete Coldcard self-custody training
  • Legacy Library — all 4 core books (physical or digital)
  • Bitcoin Access Plan for your heirs
  • Generational wealth plan + trust coordination
  • Personal referral to Gannett Trust Company
△ Includes warm introduction to Gannett Trust — first Bitcoin-native trust company in the US
Roots Partnership

Roots Package

$3,800 one-time Pay in Bitcoin → $3,534 (7% discount) or 50% now · 50% at session 2
  • 3 focused sessions — sweep pipeline built and tested
  • STRC sweep fully configured and automated
  • River Financial or Strike DCA setup
  • Self-custody introduction and walkthrough
  • 2 core books: The Bitcoin Standard + The Price of Tomorrow
  • 30-day follow-up call to confirm everything is running
Ongoing Stewardship

Continued Partnership Options

For clients who want a continued guide after their foundation is built. Annual payment gets a meaningful discount — rewarded for the long-term commitment this strategy deserves.

Recurring Guidance
High-Touch

Monthly Guided

$450 Per Month
$4,860 Per Year Save $540
  • 12 monthly strategy sessions
  • Active BTC sweep monitoring
  • Rebalancing guidance
  • Priority access & messaging
  • Digital guides + session homework
Most Popular

Quarterly Checkup

$630 Per Quarter
$2,400 Per Year Save $120
  • 4 quarterly strategy sessions
  • BTC accumulation reviews
  • Strategy adjustments
  • Written session summary
  • Curated chapter recommendations
Entry Level

Annual Review

$1,200 Per Year Under $100/month
  • 1 comprehensive annual session
  • Full portfolio + BTC audit
  • Rebalancing recommendations
  • Written action plan
  • Digital reading list

Packages can be combined · All ongoing packages can be paid annually for a discount · Bitcoin payment earns an additional 7% off

Payment Options

Pay the Honest Way

We practice what we teach. Bitcoin payment earns the largest discount — because sovereign money deserves sovereign treatment.

Bitcoin 7% Off

Most aligned with our philosophy. Sovereign payment, instant settlement, no chargebacks, no middlemen.

$8,900 → $8,277  (save $623)
Cash / Check 3% Off

Pay upfront in full. No processing fees. A small reward for your commitment and directness.

$8,900 → $8,633  (save $267)
Credit / Debit Card +3.5% Fee

Processing fee passed through at cost. Most convenient option for installment arrangements.

$8,900 → $9,212 total
Installments No Charge

50% deposit required to begin. Balance due at session 3. Available for Premier & Launch only.

Premier: $4,450 now · $4,450 later
The True Cost of AUM Fees

What the 1% Advisor Actually Costs You

A 1% AUM fee sounds small. Over time, it is the difference between a heritage and a hole. This is money that could be compounding for your grandchildren — instead it compounds for your advisor.

Portfolio Size 1% AUM / Year Cost Over 10 Years Cost Over 20 Years Savings vs. $8,900 Flat (10yr)
$50,000$500/yr$5,000$10,000Save $1,100+
$100,000$1,000/yr$10,000$20,000Save $11,100+
$250,000$2,500/yr$25,000$50,000Save $41,100+
$500,000$5,000/yr$50,000$100,000Save $91,100+
$1,000,000$10,000/yr$100,000$200,000Save $191,100+
The advisor grows wealthier as you grow wealthier Coinstead: one flat rate, then your wealth is entirely yours
Gannett
Trust

Heritage Package Includes:
Gannett Trust Referral

Most trust companies don’t understand Bitcoin. Most estate attorneys can’t properly title it. Gannett Trust Company is the first Bitcoin-native trust company in the United States — Wyoming-chartered and backed by Unchained. They serve as institutional trustee for Bitcoin estates, ensuring your wealth reaches your children’s children with the same integrity you built it with.

Heritage Package clients receive a warm personal introduction to Gannett Trust as part of their generational wealth plan. This coordination — between your Coldcard setup, your Bitcoin Access Plan, and a Bitcoin-native trustee — is the full sovereignty stack. Nothing falls through the cracks.

Learn more → gannetttrust.com
An estimated 3.7 million Bitcoin may already be permanently lost due to inadequate estate planning. A court cannot recover what a seed phrase cannot unlock. This is why the generational plan is not optional — it is the whole point.

Ready to Start the Conversation?

Discovery calls are free, 30 minutes, and no obligation. If there’s a fit, we’ll talk next steps. If not, you’ll leave with clarity — and that’s worth something too.

Book a Free Discovery Call →