Evaluate client suitability for Bitcoin allocation across six key categories. Use this tool during discovery meetings to guide allocation recommendations.
Conservative approach recommended. Start with 0.5-1% allocation. Focus on education and comfort building before increasing.
Moderate allocation appropriate. 1-3% range suitable for most portfolios. Monitor client comfort and adjust accordingly.
Higher allocation justified. 5% or more may be appropriate for sophisticated clients with strong risk tolerance and long time horizons.