Frequently Asked Questions
01Who is Obsidian Wealth for?
Obsidian Wealth works with high-net-worth individuals and families seeking a disciplined, professional approach to managing crypto assets and tokenised investments over the long term.
02Is there a minimum investment requirement?
Yes. We operate with minimum thresholds to ensure our services remain bespoke and aligned with the needs of our private client base. Minimums are discussed during an initial consultation.
03Do you manage assets within your platform or my account?
Your assets are managed within your own account, ensuring transparency, access, and control at all times.
04How are fees structured?
We charge a monthly management fee designed to remain responsive to market conditions and aligned with ongoing portfolio stewardship. Full fee details are provided before any engagement.
05What types of assets do you manage?
We manage portfolios that include crypto assets and tokenised investments, structured within a disciplined investment framework tailored to each client.
06How actively are portfolios managed?
Portfolios are actively monitored and refined as markets evolve, with adjustments made thoughtfully rather than reactively.
07Can portfolios be structured for spouses or children?
Yes. We offer portfolio structures designed for spouses, children, and future generations, supporting responsible succession and continuity planning.
08How do you manage risk in volatile markets?
Risk management is central to our approach. Portfolios are constructed with diversification, liquidity considerations, and disciplined oversight to navigate market volatility responsibly.
09Is my information kept confidential?
Absolutely. All client information and discussions are handled with strict confidentiality and discretion.
10How do I get started?
Simply contact us to request a private consultation. This initial conversation allows both parties to assess alignment before proceeding.