Our advisory programs are designed for investors at every stage — from first-time crypto buyers to long-term allocators.

Each program balances education, structure, and fiduciary care to help clients stay disciplined through all market cycles.

We don’t sell products or chase hype.

We guide clients with transparent fees, repeatable methods, and long-term focus.

Starter Program

For beginners seeking clarity and confidence.

The Starter plan focuses on education and foundational structure — ideal for individuals entering crypto investing for the first time.

We provide:

  • 1:1 onboarding consultation and goal assessment
  • Personalized risk profiling and asset classification
  • Guidance on account setup and security best practices
  • Step-by-step plan for initial funding and allocation rhythm

Includes access to our Basecamp Education Hub, where you can learn the essentials of crypto investing at your own pace.

Guided Program

For self-directed investors who want expert structure.

The Guided program delivers professional, research-driven recommendations — while you remain in full control of execution.

We provide:

  • Customized portfolio allocation based on your objectives
  • Periodic performance reviews and risk rebalancing alerts
  • Behavioral coaching to strengthen decision-making discipline
  • Transparent documentation of every recommendation

This tier is best suited for clients who prefer to execute trades independently but value consistent oversight and accountability.

Managed Program

For investors who prefer a fully delegated approach.

The Managed program offers discretionary portfolio management under a signed advisory agreement and suitability review.
Trailhead executes and maintains your investment strategy on your behalf, guided by fiduciary standards.

Includes:

  • Strategy execution aligned with your Trail Map
  • Ongoing monitoring, rebalancing, and reporting
  • Regular performance and risk reviews
  • Full transparency on fees and potential conflicts

Optioal Add-Ons

Clients in any program can access additional support services, including:

  • Tax collaboration with qualified CPAs
  • Retirement account strategy (IRAs, 401(k) rollovers, etc.)
  • Compliance education packages for corporate teams

All add-ons are offered transparently, with no commissions or referral incentives.

Fee Philosophy

Trailhead operates as a fee-only advisory firm. We do not receive compensation from product issuers, trading venues, or referral partners. Our pricing is simple, disclosed in advance, and based on either:

  • Assets Under Management (AUM%), or
  • Subscription / Hourly model, depending on program type.

Clarity and fairness are central to our fiduciary duty.

Whether you’re taking your first step or refining a long-term plan, Trailhead gives you the structure and discipline to move forward with confidence. Let’s map your route together.