Contact the desk.
Three ways in, all of them ending at the RockSoft desk. Calls are answered around the clock; daytime calls reach the desk directly. Written enquiries get a written reply within one business day.
Routes in
By appointment
No preparation required. Bring a statement if you have one to hand.
REF#014BWalk-ins by appointment.
- Hours
- Mon–Fri, 8:30–17:30 CT
- Address
- 412 Congress Ave, Austin, TX
- Minimum
- $50,000
- All-in fee
- 0.85% annually
Answered in advance.
The five questions the desk is asked most often, answered here so the twenty minutes can be spent on yours.
What does the first meeting cost?
Nothing. Twenty minutes, no preparation, no obligation. If the desk is not the right fit, you will be told so in that meeting rather than in a follow-up.
What is the minimum?
$50,000 in investable assets. Below that, the 0.85% fee does not cover the work honestly, and you are better served by a low-cost index account you run yourself.
Are digital assets held on an exchange?
No. Bitcoin and Ether are held through regulated spot trusts with cold-storage custody, capped at five percent of the model portfolio.
Who holds the money?
A third-party custodian, in accounts opened in your name. The desk has trading authority and no withdrawal authority. Accounts are SIPC-covered.
How often will we speak?
Quarterly at minimum, at rebalance. The book is capped at forty households so that the calendar allows it.
Answered around the clock · 412 Congress Ave, Austin