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Paying for the Theya for Advisors platform
Paying for the Theya for Advisors platform
Joe Consorti avatar
Written by Joe Consorti
Updated over 2 months ago

Theya for Advisors offers a transparent, flexible pricing model designed for financial advisors, RIAs, and wealth managers. Payments cover platform access, client billing, and administrative services, ensuring seamless client vault management.


1. How Theya for Advisors pricing works

  • The standard AUM-based fee is:

    • Flexible and negotiable, allowing advisors to set rates.

    • Calculated using Theya’s weighted UTXO method for fair billing.

    • Paid in USD, simplifying financial management.

  • Advisors may opt for a fixed fee model instead of AUM-based billing.

  • Payments to Theya are made in BTC, however, USD/fiat payments are possible.


2. How to manage platform payments

  • Go to Platform Payments in the Theya Advisor Dashboard.

  • Review platform fees and manage payments.

  • Payments are made in BTC via designated methods.

  • Invoices are automatically generated based on client activity and selected billing structure.


3. When and how often payments are due

  • Billing cycles are quarterly – invoices are issued every three months.

  • Advisors receive an invoice detailing platform fees and client-based revenue.

  • Payments must be made in order to ensure uninterrupted platform access.


4. Best practices for managing platform payments

  • Monitor invoices regularly in the dashboard.

  • Make timely payments to avoid service disruptions.

  • Plan for client billing offsets if your clients are paying in BTC, and you've opted to pay Theya in USD or other fiat.


5. What happens if a payment is missed?

  • Advisors receive email reminders for overdue payments.

  • If unpaid beyond the grace period, access to new client onboarding and transaction co-signing may be paused.

  • Existing client vaults remain functional, but advisor-assisted services are restricted until payment is completed.


💼 Get started with Theya for Advisors

Offer bitcoin self-custody at scale—without custody risks or compliance headaches. Book a call to integrate Theya into your advisory practice.

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