About Private Client Services

Coinme Private Client Services offer our customers the ability to enter the cryptocurrency market with the personal support of a licensed digital asset specialist, and we have been diversifying client portfolios with cryptocurrency since 2014. Coinme PCS has successfully managed more than 25,000 transactions ranging from $50 to $500,000. A track record of success is hard to find in this rapidly evolving industry, and we are proud of our reputation for an easy, hands-on consultative approach with each new client.

Simply put, we offer the easiest, most efficient and legal way to enter the cryptocurrency market.


Coinme PCS Self-Directed IRA

Coinme Private Client Services will provide complete, personal assistance in selecting the IRA custodian that’s best for your financial situation, as well as ongoing advice with regard to the establishment and operation of your self-directed IRA.

Key benefits include:

 
  • A specialized operating agreement — Provides comprehensive instructions on the manner in which your IRA  will operate, as required by law.
  • Checkbook control — Complete checkbook control of your IRA. You will have the freedom and flexibility to invest within IRS rules however you choose. You will never again be “held captive” by a third party.

  • Asset protection – We will ensure that your assets are protected from creditors and others.
 

Coinme PCS Self-Directed 401K

Coinme Private Client Services will provide complete, personal assistance in selecting the best 401K plan for your financial situation, as well as ongoing advice with regard to the establishment and operation of your self-directed 401K.

Key benefits include:

 
  • A specialized operating agreement - Provides comprehensive instructions on the manner in which your 401K will operate, as required by law.
  • Checkbook control - Complete checkbook control of your 401K. You will have the freedom and flexibility to invest within IRS rules however you choose. You will never again be “held captive” by a third party.
  • No custodial relationship - With a Coinme PCS 401K, you are your own trustee.
  • Flexible rollovers - Ability to roll over all types of IRAs (other than Roth), other 401Ks and most other qualified plan funds into your new 401K.
  • Strong contributions - Employee deferrals far exceed those of an IRA, including $17,000 (under 50) and $22,500 (over 50). In addition, up to 25% of income may be an employer match.
  • Asset protection - We will ensure that your assets are protected from creditors and others.
  • Additional financial benefits - A Coinme PCS 401K offers additional benefits, including loan eligibility, no annual fees and tax free transfer of assets.
 

Finally, our role is to make sure you are educated and prepared to make the most of your investment. The tax codes are constantly changing and there have been a number of fines and penalties added each year that may impact your returns. We will keep you in the know.