Digital Asset Investment Management fees
Financial planner in Palm Beach Gardens, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Digital Asset Investment Management (Palm Beach Gardens, FL) charges $150-$1,000 an hour and a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Hourly rate
- $150-
$1,000/hr Runs from below the Florida median of $300 to above it.
“Investment Project for specific needs is offered on an ongoing basis for between $150 - $1000/hr collected in arrears.”
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Florida median is $4,200.
“The fee for initial consultations for an Investment Project can range between $0 and $5000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 4 employees
- Registered since
- 2018 (8 years)
How Digital Asset Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Should the client want to pay for fees in USD then ACH draw will need to be requested to be set up.”
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
- “If a client terminates a consulting agreement prior to completion, the fees collected in advance will be returned less expenses paid and hours applied.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 255
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $80 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 7, 2026
- CRD number
- 294098 (opens in new tab)
- Website
- daim.io (opens in new tab)
- Phone
- (949) 298-7582
Registered in 7 states: California, Florida, Massachusetts, New Jersey, New York, Oregon, Pennsylvania
Other planners in Palm Beach Gardens that publish fees
- Resnick Wealth Alliance, LLCPalm Beach GardensFlat $3,500
- Dakota Wealth, LLCPalm Beach GardensFlat $5,000-$25,000
- Montello Wealth Management, Inc.Palm Beach GardensHourly $150/hr
- Wellth Financial PlanningPalm Beach GardensHourly $300/hr, Flat $900
- Your Planning Partner LLCPalm Beach GardensHourly $110-$500/hr, Flat $1,000-$20,000
- Optimist CapitalPalm Beach GardensHourly $250-$400/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.