Assets Under Management
$2.4M
Number of Clients
38
Number of Advisors
1
Average Client AUM
$63K
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Liftoff Financial Planning manages tailored investment portfolios and provides financial planning on retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer employer account advisory services and comprehensive financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
ID, United States