Approach

A limited model, stated plainly

We advise. You custody. You execute. Fees are fixed. The product universe is narrow on purpose.

Advisory model

Fadell Group provides consulting and advisory on spot digital commodities. Engagements are individualized: portfolio strategy, allocation frameworks, and practical conversations about how a client might implement within their own accounts.

Approved universe

Advice is limited to spot digital commodities we are comfortable treating as non-securities. We do not advise on or promote securities, crypto ETFs or ETPs, tokenized securities, futures, options, swaps, leverage, or other commodity derivatives. We believe owning the actual asset — in accounts and custody you control — is the purest expression of the thesis.

Self-custody and self-execution

Clients maintain their own accounts and custody. Clients execute every transaction themselves. Fadell Group does not touch client funds, hold keys or passwords, execute trades, pool assets, or have discretionary authority.

Fixed-fee compensation

Initially, compensation is fixed-fee, project-based, or retainer. We do not take commissions, spreads, exchange rebates, transaction compensation, or performance fees. Alignment is through clarity of scope — not volume of trades.

Research cadence

Our research and newsletter product may include occasional tactical views or signals — typically only two to four meaningful signals in a year. Selectivity is the point. When a view is shared, we follow with individualized conversations about how a client might implement within their existing allocation.

Why not securities

Own the commodity. Not a wrapper around it.

Crypto ETFs, ETPs, and similar securities can be useful packaging for some investors. They are not how Fadell Group works. Our mandate is the spot asset itself — held and executed by the client.

Personal ownership

Shares are not the asset

When you buy a fund or note, you typically own an interest in a vehicle — not the digital commodity in your own wallet. You generally cannot spend, transfer, or self-custody the underlying the way a direct holder can. Keys and custody sit with the product’s providers, not with you.

Underlying exposure

Not always one-to-one spot

Some products hold the spot commodity in institutional custody. Others do not. Futures-based funds, synthetic ETPs, leveraged or inverse products, and similar structures often track price through contracts, swaps, or formulas rather than a simple one-to-one claim on coins you could hold yourself. Read each prospectus; the structures differ.

Cost of the wrapper

Fees you need not pay

Wrappers add ongoing expense ratios and, in some cases, roll costs, tracking difference, or other structural drag. Direct spot ownership avoids paying a product complex for exposure you can take in your own accounts.

Our view

Fadell Group believes owning the actual digital commodity — under your custody, with your execution — is the purest and, for clients who will accept that responsibility, the clearest way to express conviction. We counsel on that path. We do not advise on securities built on top of it.

This is a statement of firm scope and philosophy, not a claim that every ETF or ETP is identical, and not personalized investment advice. Product structures vary; offering documents govern.

Design principle

Limitation is the product

Markets reward attention. Advisors often expand until the mandate is everything. We do the opposite.

A narrow universe, fixed fees, and client-controlled execution reduce conflicts and keep conversations honest.

In practice

  • No brokerage account at Fadell Group
  • No pooled vehicle
  • No discretionary mandate
  • No signal flood
  • No hype cadence

How research works →

See if the fit is right

A short conversation is usually enough to know.

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