Liftoff Financial Planning (LFP) manages investment portfolios and offers financial planning services. LFP works with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. LFP also offers employer account advisory services and comprehensive financial planning with ongoing monitoring.
Assets Under Management$2.4M
Clients38
Advisors1
Avg. per Client$63K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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